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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-11-2002
- Office Locations
- 6
Office Locations
About Verity Investment Partners
Verity Investment Partners is an RIA serving retail and institutional clients with a practical, holistic approach centered on aligning portfolios with what matters most and building a dependable, growing income stream while preserving long-term savings. The firm provides investment management and financial planning (including tax/estate considerations) and primarily implements portfolios via ETF-based SMA strategies, with Charles Schwab as a primary custodian.
Team overview
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CRM
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Investment Themes
Investment Vehicles
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Owner & Executives
TANYA MICHELLE OLVERA
Chief Compliance Officer
- CRD
- #6108434
- Ownership
- Less than 5%
PAULA MURRAY VERITY
Chief Financial Officer, Managing Director
- CRD
- #4771705
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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CHARLES COLLINS ANDERSON III
President
- CRD
- #1294479
KEITH RICHARD BOSCO
Portfolio Manager
- CRD
- #4879935
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,396,818,689 | $1,276,800 |
| Non-Discretionary | $2,784,772 | $397,825 |
| Total | $1,399,603,461 | $1,271,211 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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