Michael Andrew Klaiber

Employer firm

Verity Investment Partners CRD 119630

$1.40B regulatory AUM 25 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• SUB ADIVSORY SERVICES TO OTHER INVESTMENT ADVISERS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 07/2017
  Ubs
  New York, NY
• 07/2017 → Present
  Verity & Verity, Llc Dba Verity Investment Partners
  Beaufort, SC

Previous Registrations

• 2017-07-29 → 2020-12-31
  Verity Investment Partners
  Beaufort, SC

Other Businesses

Lowcountry Legal Volunteers Not investment related; not compensated Board of Trustees Member and Finance Chair January 2021-August 2024 1-2hrs/month Oversees and reviews the organization's financial health and provides quarterly update to the Board; work with the Executive Director in the planning/budgeting process to ensure the organization's long-term Duke's Fuqua School of Business Alumni Board Not investment related; not compensated Board Member August 2022-Present 1-2hrs/month + 2 on-campus meetings/yr Work on several subcommittees that help increase awareness, interest, and active engagement from alumni to foster a strong, lifelong bond with Fuqua

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-09-04

Designations

• Chartered Financial Analyst