Veery Capital has been named in the 2024 National Association of Plan Advisors' (NAPA) roster of the nation's top defined contribution (DC) Advisor Teams with Assets Under Advisement (AUA) of $100m. Our second consecutive year to be the only Delaware firm to make the list!
This year’s list features a record number of teams (452)—which oversees nearly $2 trillion in defined contribution plan assets belonging to more than 47,000 plans covering nearly 21 million participants. This year’s teams represented 43 states and the District of Columbia.
We are beyond proud and would like to thank our clients and team for their continued trust and support! Congratulations to Veery's Institutional Team!
To read more about the award click HERE!
Veery Capital is a (SEC/State) registered investment adviser. Information presented is for educational purposes only intended for a broad audience. The information does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and are not guaranteed. Veery Capital has reasonable belief that this marketing does not include any false or material misleading statements or omissions of facts regarding services, investment, or client experience. Veery Capital has reasonable belief that the content as a whole will not cause an untrue or misleading implication regarding the adviser’s services, investments, or client experiences. Please refer to (link here) the adviser’s ADV Part 2A for material risks disclosures. Past performance of specific investment advice should not be relied upon without knowledge of certain circumstances of market events, nature and timing of the investments and relevant constraints of the investment. Veery Capital has presented information in a fair and balanced manner. Veery Capital is not giving tax, legal or accounting advice, consult a professional tax or legal representative if needed.