I was very fortunate to meet my wife, Paula, 50 years ago in nursery school. We did not rush into marriage right away, but we have the good fortune of being happily married for the past 28 years. We moved to Beaufort, SC from Cincinnati, OH in 2001 to be closer to my father, in his later years, and to raise our three children in one of the most beautiful places in the world. We started VIP in early 2002 in order to provide investment management services to a limited number of individual investors and their families. Our intention from the beginning has been to treat our clients as we would want to be treated – professionally and with complete honesty and respect.
My older brother, Jon, joined us as a partner in 2006 bringing with him 38 years of financial services experience at JP Morgan and its affiliates, most recently serving as the CEO of Bank One Trust Company. We first got to know Andrew Jones in 2004 when he was still in college and told us he wanted to get into financial planning. We recruited him to join us from a financial planning firm in 2013 so that we could offer more comprehensive financial planning services to our clients. Andrew is a Certified Financial Planner and has a real passion for helping clients plan their future.
Andy Anderson and I have been good friends since our days together in business school almost 30 years ago. After graduating from business school and spending 10 years as an investment banker, Andy decided to follow his passion for veterinary medicine, went back to school and eventually became a veterinary surgeon. He opened a hospital in 2000 in San Antonio which he just recently sold. Andy became a partner in VIP in 2013 and plans to focus his next chapter on helping veterinarians and other professionals invest in their future.
In our ongoing commitment to offer a high quality, personalized investment management approach, we recruited Joe Costigan to join our team in 2014 as our Senior Portfolio Manager and Director of Research. Joe has over twenty-five years of portfolio management and investment experience having most recently served as Director of Research for Bryn Mawr Trust Company where he oversaw, and participated in, research supporting over $5 billion of client and institutional assets invested in individual equities, bonds, mutual funds and alternative investments. Joe is helping us further develop our internal portfolio management capability which is focused on dividend growth equities but also encompasses fixed income and other income producing assets such oil and gas pipelines and real estate.
Verity Investment Partners has grown steadily over the years, one client at a time, and we now serve 140 clients and their families in 20 states with approximately $350 million of assets under management as of 3/31/17. If you would like to learn more about what we can do for you, please contact us or let us know how we can contact you. We look forward to speaking with you.
Will Verity, President & Managing Director