Hiring Us

If you decide that you would like to hire us, we prepare the paperwork necessary for you to move forward, including:

Verity Investment Partners Management Agreement which spells out the terms of our working relationship;
Schwab Account Application(s) needed to open an account with our custodian, Schwab Institutional, and name Verity Investment Partners as your investment advisor;
Transfer Documents needed to transfer your assets to your account(s) at Schwab. This process generally takes between two and three weeks. If desired, assets can be transferred in kind in order to facilitate tax planning and accommodate existing investments that will be part of your Verity Investment Partners portfolio.