Customized Direct Indexing That’s Built to Do Good.
Using the latest financial technology, Veriti Management delivers fully-customized, tax-efficient, consciously-aligned portfolios at a low cost.
Built to do good.
We deliver innovative, tech-forward portfolio construction strategies by a seasoned team of professionals committed to doing good. Key members have worked with direct indexing and financial technology companies since the 1990s, helping investors deliver the results their clients desire. Veriti Management constructs strong investment portfolios thanks to its team of diverse, skilled investors.
For Institutions
We collaborate with institutions, endowments, foundations, and donor-advised funds to achieve true values alignment.
For Advisors
We provide individuals with low-cost investing that results in consciously-aligned portfolios and maximized tax benefits.
Committed to Invest Responsibly.
Veriti Direct Indexing represents a new generation of socially-responsible investors with the ability to decide which companies are worthy of their investment dollars. We are not only committed to excellent portfolio design and construction, but also committed to investing in the most responsible way possible.
A Customized Approach
As an innovative, technology-powered investment manager, we offer multiple index provider options to create a customized portfolio for investors’ unique needs.
Technology-Driven Indexing
Our proprietary optimization and analytics platform eliminates operational bottlenecks so advisors and consultants can spend more time impressing their clients and growing their business.
Invest + Do Good
Our full customization allows investors to choose options that align their portfolios with their clients’ values and beliefs.
Insights + Press
Connect with the Veriti Team
If you’re ready to connect with a firm who understands your portfolio’s optimal customization needs, contact us.