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.
We offer a unique approach to wealth management. We enable you to achieve both your financial goals and your impact investing objectives.
December 2023: Veris Wealth Partners
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: Veris Wealth Partners
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.
November 2022: Veris Wealth Partners
2022 Impact Report
Our 2022 report demonstrates our investment themes in action while detailing the results of our work in shareholder activism, our efforts to dismantle obstacles to diversity, equity, inclusion, and belonging within our firm and across our industry, and much more.
December 2021: Veris Wealth Partners
2020-2021 Impact Report
In recognition of the pressing challenges, we face globally and emerging opportunities to create greater positive impact, the overarching theme of this year’s report is The Time is Now. The theme is also an acknowledgement that time is, as said by our CEO Stephanie Cohn Rupp in her introduction to the report, “the greatest scarcity of all.”
September 2021: Veris Wealth Partners
Community Wealth Building Research Brief
In-depth research brief into the practice of making strategic investments in funds that help build wealth within communities that have been systematically excluded from economic success.
November 2020: Veris Wealth Partners
2019-2020 Impact Report
It is with much gratitude that we share Veris Wealth Partners latest firm wide Impact Report. The report summarizes key developments around the world of ESG and impact investing.
Let’s Work Together
Veris works with individuals, families, foundations, and endowments to align investment portfolios with investors’ values and missions.