2017: Another Breakthrough Year for Impact Investing
Veris is proud to announce the release of its 3rd annual Impact Report, highlighting the collective achievements of its clients, the Veris team, and the investment managers we work with.
A Smarter Way to Invest
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.
Why Veris?
We offer a unique approach to wealth management. We enable you to achieve both your financial goals and your impact investing objectives.
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We offer objective and unbiased wealth management that balances risk and reward according to your specific objectives.
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Our clients benefit from our unmatched experience and network of investment solutions.
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Our gender diverse team has a special emphasis on serving and empowering women investors.
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Our commitment to authentic relationships and outstanding service is the reason our clients continue to refer friends and colleagues to us.
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We are an independent, partner-owned firm.
Impact and sustainable investing can deliver social benefit and financial gain.
Companies that operate with sustainable business practices often have a competitive advantage in the marketplace that may translate into strong financial performance for investors.
November 2018: Veris Wealth Partners
2017 Impact Report: A Breakthrough Year
Veris is proud to announce the release of its 3rd annual Impact Report, highlighting the collective achievements of its clients, the Veris team, and the investment managers we worked with in 2017.
October 2018: Veris Wealth Partners
Gender Lens Investing: Bending the Arc of Finance for Women & Girls
Interest in Gender Lens Investing continues to grow significantly. In its latest report on Gender Lens Investing, Veris Wealth Partners examines the key developments of the past 12 months and highlights the investment providers who are meeting the growing investor demand.
Let’s Work Together
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.
Latest Insight
Gender Lens Investing: 2018 Is A Watershed Moment
By Patricia Farrar-Rivas, Alison Pyott, Luisamaria Ruiz Carlile
Linda Pei had a vision. In 1993, she launched the Women’s Equity Mutual Fund, the first U.S. fund investing in companies with positive track records ofhiring, promoting and generously compensating women.
Her fund marked the birth of “gender lens investing” (GLI), which is founded on the premise that investing intentionally for gender balance and equity can generate both financial and social returns.
What You Can Do To Address Climate Change
By Helene Marsh, Veris Client
Climate change can be an overwhelming topic for any individual or community. So how can anyone make a meaningful difference?
That’s the question my friend, Sarah Loughran, and I had been asking ourselves for several years. Today, supported by a concerted community effort, we’ve succeeded in helping eight Marin County municipalities reduce greenhouse emissions by purchasing 100% renewable energy for their government facilities.
