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.
Veris aligns your investment strategy with your mission to deliver maximum impact.
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.
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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7 State Street, Suite 2450
New York, NY 10004
P: 212.349.4172
F: 917.720.8423
235 Montgomery St. Suite 850
San Francisco, CA 94104
P: 415.814.0580
F: 415.413.0685
Main Veris Mailing Address
1 Cate St. 4th Floor
Portsmouth, NH 03801
P: 603.319.1917
F: 603.244.3198