
Verity Asset Management
Verity Asset Management is a U.S.-based Registered Investment Adviser founded in 1996, headquartered in Durham, North Carolina. The firm offers comprehensive wealth management services, including retirement planning, risk management, and customized investment portfolios for individual investors, families, executives, and business owners. Verity’s approach emphasizes fiduciary responsibility, collaborating with clients’ attorneys and CPAs to address complex financial situations. The firm also provides governance and oversight for employer-sponsored retirement plans, particularly in the tax-exempt sector, and offers turnkey solutions for investment advisors. Verity’s investment philosophy focuses on identifying and exploiting market inefficiencies through a value-driven strategy, aiming for long-term total returns with a diversified portfolio of equity and fixed income securities. The firm is led by a team of experienced professionals, including co-founders Gordon T. Wegwart, Sean J. McGill, Amy L. Simonson, and Jeffrey A. Munsey, who oversee various aspects of the firm’s operations and strategic direction.