Veris Wins Award for Diversity in Wealth Management
For the second year in a row, Veris Wealth Partners has been selected as the winning firm in the Diversity in Wealth Management (Company) category of the Family Wealth Report Awards.
Veris is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission-driven organizations meet their financial objectives & goals for social and environmental impact.
A majority-women-led wealth management firm and OCIO for endowments and foundations, Veris has been helping investors align their financial assets with their values and vision for the future since 2007.
Customized, Client-Centered Process: We tailor investment portfolios to clients’ financial and impact goals.
Seasoned Professionals: The Veris Team collectively has decades of financial advisor and impact investing experience.
Impact Across Asset Classes Since 2007: Veris has been building values- and mission-aligned portfolios since inception.
Guided by Values & Vision: Veris is a values-driven, majority-women-led B Corp.
Clear Communication & Education: We aim to offer jargon-free answers and custom educational support.
Dedicated Service: We are a fiduciary and aim to meet our client’s needs with integrity and exemplary service.
We believe Veris’ research, impact reports, and investment frameworks have helped advance the impact investing industry. Through our leadership, we aim to help drive positive change across the financial services sector.
December 2024: 2024 Impact Report
Veris’ 2024 Impact Report shares the social and environmental outcomes our clients collectively achieved in one year through their investments and stories of innovators we have supported who are striving to make this a more just, equitable, and sustainable world.
September 2024: Just Transition Investment Framework
Info on investing in a just energy transition to net zero and Veris’ Just Transition framework for investors seeking to invest with a climate justice, environmental justice, and energy justice lens. Includes examples of investment opportunities aiming for just transition outcomes.
December 2023: 2023 Impact Report
Veris’ 2023 Impact Report shines a light on the environmental and social impact of our clients’ investments and our operations as a firm. This year’s report focuses on climate and environmental justice and launches the Veris Just Transition Investment Framework.
September 2023: Investing in Diversity, Equity, Inclusion & Belonging
Learn about the history of wealth inequality in the US and Veris’ multi-faceted, intersectional approach to investing in diversity, equity, inclusion, and belonging (DEIB). This report also covers Veris’ equity, diversity and inclusion (EDI) due diligence framework.
Veris works with individuals, families, foundations, endowments, and nonprofits to align investment portfolios with investors’ values and missions.
For the second year in a row, Veris Wealth Partners has been selected as the winning firm in the Diversity in Wealth Management (Company) category of the Family Wealth Report Awards.
The global economic landscape has shifted at a dizzying pace since our last update. In just three months, economists’ 12 month forward looking consensus on the probability of a U.S. recession soared from 22% in January to 65% following President Trump’s announcement of “Liberation Day” tariffs on April 2. After a subsequent 90-day pause on most of these tariffs, recession odds dropped to around 45%. This ongoing policy uncertainty continues to weigh heavily on markets, undermining business and investor confidence.
Veris is dedicated to protecting our clients from fraud and safeguarding your privacy and personal information. As part of our efforts, we will share a list of three simple and practical things you can do to help prevent hackers and cybercriminals from accessing your accounts.
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Philadelphia, PA 19109