BEAUFORT, SC, February 4, 2021 / PRNewswire / – Verity Investment Partners (VIP), one of the Financial Times’ 300 largest registered investment advisory firms, is expanding to Charleston, SC and hired a senior portfolio manager, Paul Newell to reside and serve in the area. Newell joins the investment team with more than a decade of experience in providing financial planning and investment advisory services to wealthy clients.
Verity Investment Partners is exclusively focused on creating lifelong income solutions that allow clients to receive an increasing flow of investment income, while keeping the savings invested to grow throughout their lives and beyond. This income can be used to replace the earned income or, if the person does not need it in the short term, it can be reinvested as additional savings. VIP calls this “Growing income for life”.
Newell received a JD from the Charleston School of Law and received his undergraduate degree in Presbyterian College. Newell has extensive experience in the financial services industry, most recently at Fifth Third Bank in Nashville, TN. In addition, he has held associate attorney positions at prominent law firms in Columbia, SC and Greenville, SC. Newell is moving in with his family Tennessee.
“Having a Senior Portfolio Manager in Charleston is a natural progression for our company’s growth, “said the founder and managing director, Will Verity. “Paul’s experience and passion for serving customers aligns well with our commitment to serving as trusted advisors for our customers for life. We are confident that Paul will help Charleston families invest wisely in their future. ”
About Verity Investment Partners:
Verity Investment Partners is a registered investment advisory firm based in Beaufort, SC Carolina, with offices in Edwards, CO and San Antonio, TX. VIP consultants apply a holistic approach to investment management that encompasses financial planning, investment strategy and ongoing portfolio management. The company specializes in structuring dividend growth investment solutions designed to provide targeted levels of annual revenue and revenue growth, while maintaining the principal invested to grow in the long run. The company was founded in 2002 by Paula and Will Verity and has grown to include 12 team members with $ 565 million in assets under management as of December 31, 2019. Verity is one of the Financial Times best registered investment advisers. To learn more, visit https://verityvip.com/
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SOURCE Verity Investment Partners
