The Veris Approach

Why Veris

We believe that clients choose Veris Wealth Partners because of its unmatched experience, expertise, and passion for building portfolios that seek to deliver performance and social benefit.

 

1. We have deep expertise investing with impact across all asset classes. We strive to be a recognized thought leader in sustainable investing, with a reputation for spotting trends and opportunities for our clients.

2. Objective and unbiased. We are fee-based investment consultants, not stock pickers. We believe we offer the best managers across different styles and all asset classes. We hire and fire managers, retaining only those that meet our high standards.

3. We expect to outperform. Our investment process identifies quality managers who integrate Environmental, Social and Governance factors in their security selection process.

4. We advance your mission. We help you integrate your mission and investment goals, so your portfolio has a positive, long-term impact.

5. Independent. Partner-Owned.

6. Exceptional Service. We believe in a team approach. At least two professionals are assigned to your account including a Partner and a Wealth Manager.

7. Seamless coordination with your advisors. Our team works closely with your board and leaders as well as your team of tax, legal, philanthropic and other advisors.

8. Integrated portfolio management. We provide integrated investment strategy and reporting for all of your assets, including business entities, real estate or other types of alternative investments.

9. We walk our talk. Veris is a certified B Corp. Our impact in the world can be objectively and transparently evaluated.