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.
Companies that operate with sustainable business practices often have a competitive advantage in the marketplace that may translate into strong financial performance for investors.
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.
By Patricia Farrar-Rivas, CEO
At the recent Confluence Philanthropy’s Practitioners Gathering, I couldn’t help but notice the growth of interest and attendance in the panels with a racial equity focus. I left the conference more emboldened than I have been in a while.
By Jane Swan, CFA, Partner
As of the close of Friday’s market, the S&P 500 was down 2.6 percent year to date, and 8.3 percent since the market high on January 26th. While this type of market decline (or correction) does not feel good to investors, it is not entirely a surprise.
By Jessica Lowrey, Director of Research
Impact investing continues to be one of the fastest-growing segments of the wealth management business. This epic shift in investor behavior is increasingly fueled by innovation, especially as it applies to climate change.
