Veriphy℠ combines the historical investment holdings and fund changes in your retirement plan with a risk/reward performance algorithm to measure the value added to your 401(k) or 403(b) Plan by the fund managers chosen. If you have a investment professional, Veriphy℠ will evaluate and provide an independent and truly objective measurement of their skill and value added. The measurement is the Veriphy Ratio℠ and it calculates and compares the value added versus the asset class benchmarks in the defined contribution plan universe and the risk taken to achieve the results.
Plan fiduciaries have a duty to assure that fees paid by the plan for services are reasonable. The Veriphy Ratio℠ is the first objective criteria to measure value added to a retirement plan. With the Veriphy Ratio℠, you can now evaluate the fees being charged for investment or consulting advice. As a result, fiduciaries can make better decisions, ask better questions of their advisor, and demonstrate due diligence through a repeatable process.
Price is what you pay, value is what you get.
– Ben Graham
 Patent Pending
Know the investment value added
Measure reasonableness of fees
Save time, add focus and reduce meeting prep
Protect yourself against fiduciary liability
A revolutionary new risk/reward performance algorithm.
The only way to reliably and objectively track, measure and evaluate retirement plan outcomes.