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.
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.
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.
Veris Guest Blog: By David Richardson, CFA
The theme of the UN’s annual World Water Day last month was “leave no-one behind.” This sentiment is applicable to both emerging markets and the developed world, while offering opportunities for investors in water.
By Anders Ferguson, Partner
Ellen Remmer’s journey from enlightened philanthropist to impact investor is a story that can inspire all of us.
Recently, I sat down with Ellen to discuss her life’s journey. I wanted to share her experience because it speaks to the potential of investing capital to achieve both social benefit and financial gain. It’s also instructive in describing how investors can change their mind about the role and possibilities of wealth.
By Alison Pyott, Partner and Senior Wealth Manager
Many of us are struggling with the current global refugee crisis and seeking some small way to make a difference. Ban Ki-Moon wrote an op-ed for The New York Times titled, “The refugee crisis is a test of our collective conscience.”
The situation is overwhelming and absolutely a test of our collective conscience. As global citizens, we can use our awareness, energy and philanthropy to help. The impact investor has additional options.
