By Jane Swan and Roraj Pradhananga
The year started with a robust recovery from the negative returns at the end of 2018, followed by a resting period in the third quarter, and then more growth at the end of 2019.
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.
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.
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.
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