Prior to forming Veratis, we analyzed the short-comings of our industry, determined to find a better way to serve plan participants.  Retirement plan firms are increasingly focused on efficiency, growth and profitability.  In striving to achieve these objectives, client satisfaction and the long-term success of plan participants often becomes an afterthought.  In today’s competitive retirement plan marketplace, it is increasingly difficult to navigate the scores of available product and service alternatives.  There are diverse philosophies among providers regarding compensation methods, plan structures and what constitutes top-notch service. 

At Veratis, we passionately instill a client focused culture, emphasize excellence and follow the firm’s guiding principles.

Our Mission is to successfully achieve our vision by:

  • focusing on client best interest above all other considerations.
  • specializing in retirement plans – focused knowledge allows us to serve clients better and faster.
  • educating clients – educated clients make more informed decisions.
  • ensuring that our plans run efficiently so our clients can focus on running their businesses.
  • following the firm’s core investment fundamentals, only utilizing the top talent in the money management industry.
  • following the firm’s core vendor selection fundamentals, assisting clients in the selection of record-keeping and custodial firms that meet the unique objectives of each client.
  • employing and retaining a highly qualified team of industry professionals.

Veratis provides a higher level of service to a more concentrated client base.  We focus on serving clients well and performing the extensive research necessary to ensure that our recommendations are optimal and in the best interest of plan participants.  We feel confident that our reputation and high client retention are a direct result of this philosophy.

Thank you for your interest in Veratis.