Align Your Financial Assets With Your Values

Veris is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission-driven organizations meet their financial objectives & goals for social and environmental impact.

A majority-women-led wealth management firm and OCIO for endowments and foundations, Veris has been helping investors align their financial assets with their values and vision for the future since 2007.

Create Impact

Why Veris?

  • Customized, Client-Centered Process: We tailor investment portfolios to clients’ financial and impact goals. 

  • Seasoned Professionals: The Veris Team collectively has decades of advisory and impact investing experience. 

  • Impact Across Asset Classes Since 2007: Veris has been building values- and mission-aligned portfolios since inception. 

  • Guided by Values & Vision: Veris is a values-driven, majority-women-led B Corp with DEI & Net Zero commitments.

  • Clear Communication & Education: We aim to offer jargon-free answers and custom educational support. 

  • Dedicated Service: We are a fiduciary and aim to meet our client’s needs with integrity and exemplary service.

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Impact Reports and Research

We believe Veris’ research, impact reports, and investment frameworks have helped advance the impact investing industry. Through our leadership, we aim to help drive positive change across the financial services sector. 

2024 Impact Report Cover

December 2024: 2024 Impact Report

Veris’ 2024 Impact Report shares the social and environmental outcomes our clients collectively achieved in one year through their investments and stories of innovators we have supported who are striving to make this a more just, equitable, and sustainable world.

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September 2024: Just Transition Investment Framework

Info on investing in a just energy transition to net zero and Veris’ Just Transition framework for investors seeking to invest with a climate justice, environmental justice, and energy justice lens. Includes examples of investment opportunities aiming for just transition outcomes.

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Veris Wealth Partners annual impact report for 2023. Featuring highlights of the social and environmental impact of our clients' investments and shareholder activism. Also features the debut of our Climate Justice Investing Framework.

December 2023: 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. 

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DEIB Report Cover

September 2023: 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.

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Let’s Work Together

Veris works with individuals, families, foundations, endowments, and nonprofits to align investment portfolios with investors’ values and missions. 

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