Verity Investment Partners

Verity Investment Partners, operating as Verity & Verity, LLC, is a registered investment adviser based in Beaufort, South Carolina, providing services since 2002. The firm offers discretionary investment management services tailored to clients' needs and objectives. Clients grant Verity Investment Partners discretionary authority to manage their accounts, allowing the firm to make investment decisions without prior approval. Additionally, the firm offers financial planning services covering various areas such as retirement planning, investment planning, and estate planning. Verity & Verity, LLC charges fees based on a percentage of assets under management, with an annual fee ranging from 0.50% to 1.00%. The minimum account size is generally $1 million, with a corresponding minimum annual fee of $10,000. The firm may accept accounts below the minimum asset requirement at its discretion. Verity Investment Partners does not accept performance-based fees or engage in side-by-side management. The firm's investment strategies include fundamental and technical analysis, long-term purchases, and dividend strategies. Verity Investment Partners does not vote proxies on behalf of clients but may assist in class action lawsuits through an unaffiliated service provider. The firm prioritizes information security and client privacy, ensuring the protection of personal and confidential information. Verity & Verity, LLC does not have any reportable disciplinary information and operates under a Code of Ethics to uphold professional standards and act in clients' best interests.