Leading the Lowcountry in investment strategy and wealth management, Verity Investment Partners is comprised of highly experienced, educated, and accomplished professionals serving investors and their families. Verity was recently named Top 300 Investment Advisors in the U.S. by Financial Times.
Verity offers a holistic approach to investment management that encompasses financial planning, investment strategy and portfolio management. The firm specializes in structuring dividend growth investment solutions designed to deliver targeted levels of annual income and income growth while keeping principal invested to grow in value over time. The income can be used to fund living expenses or reinvested as additional savings.
Verity believes this combination of growing income and growing value enables its clients to live their lives and pursue their dreams with confidence and peace of mind.
Verity Investment Partners was founded by President and CEO, Will Verity, and his wife Paula who serves as Chief Compliance Officer. Its team consists of Managing Directors, Jon Verity and Andy Anderson, Chief Investment Officer, Michael Nix, Senior Equity Analyst, Mick Kuehn, Equity Analyst, Mike Klaiber, Senior Client Portfolio Managers, Andrew Jones and Edward Taylor and Senior Client Administrator, Nancy Harvey.
The team’s combined resume includes multiple Harvard MBA graduates and earned degrees from Texas A&M, The Citadel, the universities of Virginia and North Carolina, Clemson, Wake Forest, and Duke. Team members have held leading investment strategy positions at major firms including JP Morgan Chase, Goldman Sachs, UBS, Icon Investors, and Bank One Trust.
Their experience and academic pedigree are also accompanied by credentials such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA). Service on multiple publicly traded companies’ Boards of Directors and appointments to statewide service agencies rounds out this highly experienced Lowcountry team.