At Veratis, we believe a client focused culture, a passion for serving clients well, and the knowledge to efficiently and accurately respond to client needs are the collective keys to exceptional service.

As part of our client focused culture, we believe specialization is an important element.  In addition to our retirement plan focus, our firm further specializes in three distinct retirement plan disciplines - investment advisory services, employer support services and employee education.  This increased level of specialization allows us to deepen our knowledge base within each respective area and better serve clients.