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 aim to help maximize the impact of your foundation now and for future generations.

Wide-Ranging 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

Connect with Us

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Quick Links
New York City

17 State Street, Suite 2450
New York, NY 10004

P: 212.349.4172
F: 917.720.8423

San Francisco

235 Montgomery St. Suite 850
San Francisco, CA 94104

P: 415.814.0580
F: 415.413.0685

Portsmouth

Main Veris Mailing Address
1 Cate St. 4th Floor
Portsmouth, NH 03801

P: 603.319.1917
F: 603.244.3198