Generate Tax Efficiencies While Doing Good.

For minimal cost, investors can now realize the tax savings and countless benefits of direct indexing.

Tax Benefits

For investors with a minimum account size of $250K, Veriti’s established direct indexing strategies seamlessly create personalized portfolios that generate tax alpha at a low cost.

Aligning Values

Veriti provides the most comprehensive and flexible options, allowing clients to construct consciously designed portfolios that align with specific personal values, including ESG, SRI, faith-based, UN SDGs, you name it.

Low Cost

The cost of direct indexing is low and typically a fraction of the realized tax savings.

Customized Direct Indexing for Advisors

Veriti provides individuals with low-cost investing that results in consciously-aligned portfolios and greater tax loss harvesting benefits.

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Insights & Press

Acquisition of Veriti included in Wealth Management’s Riskalyze</a> Fintech 5

Acquisition of Veriti included in Wealth Management’s Riskalyze Fintech 5

Veriti Management acquisition included in the latest edition of WealthManagement.com's Riskalyze Fintech 5.

First Trust Buys Veriti

First Trust brings a large distribution force, with some 400 wholesalers, as well as credibility in the marketplace, to Veriti.

Direct Indexing Gains Appeal

The appeal of direct indexing is a natural extension of the momentum behind passive indexed investing

The ESG Heat Is On . . . For Oil and Gas Producers

Energy shortages of whatever origin prove the point of ESG advocates.

Ethics Involving Stem Cell Research

Veriti provides definitional distinctions, together with typical faith-based applications, as a guide to stem cell screening.

Potential for Direct Indexing

Direct indexing currently makes up only about 22% of the separately managed account industry’s total assets.

Latest Trends in ESG

Hear from our Head of Responsible Investment, Dennis Hammond, about the most important ESG issues in 2022.

ESG Investing Guide

At Veriti, we aid in the ESG objective by carefully researching and building positive and negative screens and filters.

Protestant Values Investing Guide

This document provides a guide to our available investment screens for Protestant values.

Veriti’s Guide to the USCCB Investing Guidelines

These new guidelines will likely provide direction and guidance for Catholic individuals and institutions in their responsible investing for decades to come.

Connect with the Veriti Team

If you’re ready to connect with a firm who understands your portfolio’s optimal customization needs, contact us.

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