In Memoriam: Jud Bergman, Chairman & CEO of Envestnet
The Veris team mourns the sudden loss of Jud Bergman and his wife, Mary Miller-Bergman, with great sadness.
Jud was more than just a great friend and strategic partner of Veris.
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
Read Our Latest Impact Report
By Anders Ferguson and Casey Verbeck
Our Impact Report is the latest in a series of annual updates summarizing key developments around the world. The report is also an affirmation that the impact investing community is making good on its value proposition: To deliver market performance and positive social and environmental impact.
Reason for Climate Change Optimism
By Anders Ferguson, Partner
Over the past few years, it feels like “climate change deniers” have won the day – or at least were gaining the upper hand. But then weird weather produced billions of dollars of damage, large ice flows melted and raised the seas, and a growing number of businesses and governments said enough was enough.
