Foundations Are a Force for Good

Veris aligns your investment strategy with your mission to deliver maximum impact.

Maximum Impact Across Asset Classes


We support individuals and families leveraging their foundation to realize their philanthropic objectives. We help maximize the impact of your foundation now and for future generations.

Comprehensive Services for Foundations


  • Review of current investment and granting

  • Impact policy statement and goals development

  • Budgeting and cash management for granting

  • Board education on impact and process

  • Investment manager search and recommendations

  • Portfolio construction and evaluation

  • Investment policy statement creation and review

  • Financial and impact reporting

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