Standing For Racial Justice, Equity, Diversity and Inclusion
All of us at Veris stand in solidarity with the family of George Floyd, and the many others who have been a victim of police brutality and injustice.
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.
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.
October 2019: Veris Wealth Partners
2018 Impact Report: Sustainable and Impact Investing Continues to Transform Business and The Capital Markets
Veris is pleased to publish its 4th annual Impact Report. In this year’s edition, we highlight the positive developments in impact and sustainable taking place around the world.
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
Veris Fights for Shareholder Engagement
Members of the Veris team, along with Veris supporters Laurie Emrich, Ellen Remmer, Caroline Gabel and Jed Sturman, recently met with the SEC to discuss rule changes that will severely restrict shareholder activism. The meeting was one of the only in-person conversations between the SEC staff and investors. This blog discusses the proposed changes.
The new SECURE Act: What You Should Know
By Tim Kingsbury, Wealth Manager
The SECURE Act, passed on Dec. 20, 2019, contains some major changes governing IRAs and retirement plans, charitable contributions, 529 plans and college student loan debt, among other financial matters. In this blog, we focus on key provisions of the Act to help you plan ahead.
