Research demonstrates that sustainable and impact wealth management strategies can perform as well or better than others. Sustainable and impact strategies may enable investors to address both market performance and social and environmental gain.
We offer a unique approach to wealth management. We enable you to achieve both your financial goals and your impact investing objectives.
We offer objective and unbiased wealth management that balances risk and reward according to your specific objectives.
Our clients benefit from our unmatched experience and network of investment solutions.
Our gender diverse team has a special emphasis on serving and empowering women investors.
Our commitment to authentic relationships and outstanding service is the reason our clients continue to refer friends and colleagues to us.
We are an independent, partner-owned firm.
Companies that operate with sustainable business practices often have a competitive advantage in the marketplace that may translate into strong financial performance for investors.
Veris works with individuals, families, and private foundations to align your wealth with your worldview. We’re a pioneering firm that can manage your wealth today and across generations.
By Lori Choi, Partner
“Opportunity Zones” are a hot topic in impact investing these days, but what are they and why might they be important for investors?
Embedded in the new Tax Cuts and Jobs Act signed into law, December 2017, are provisions around “Opportunity Zones.” They ask governors of all states and territories to designate up to a quarter of low-income census tracts as investible zones.
Why is this program important?
By Jane Swan, CFA, Partner
After a rough start to 2018 in US financial markets, domestic equities are largely back on track. The charts below show the return for each asset class and highlight the strong return of US markets in the quarter. The losses of the first quarter were reversed. This wasn’t the case in international markets, which were very negative. Fixed income markets reacted to yet another interest rate hike and produced flat returns.
By Luke Seidl
The past 12 months have been a big opportunity for investors interested in Community Wealth Building and Social Equality.
Judging by the growing number of product offerings, there will be many new ones in the next 12 months.
In this blog, we highlight a few of the opportunities.
