Veris Wealth Partners is an independent, majority woman-led firm that serves as investment consultants for endowments and foundations and as wealth managers for high-net-worth individuals and families. Veris aims to help our clients achieve their financial goals while aligning their portfolios with their values and mission.
With deep knowledge of the sustainable investing landscape and relevant financial, environmental, social, and governance (ESG) issues, Veris structures diversified portfolios that aim to drive positive change while bringing rigor and discipline to the investment process.
Since our founding in 2007, Veris has been one of the only 100% impact and ESG focused wealth management firms in the United States.
We operate based on our belief that investing in companies committed to sustainability and ESG principles can deliver competitive market performance while mitigating risk and that investors can have positive social and environmental impact across asset classes and strategies through ESG integrated investing, shareholder advocacy, and thematic impact investing. Our primary themes are Racial & Gender Equity, Climate Solutions & The Environment, Sustainable & Regenerative Agriculture, and Community Wealth Building and we are skilled at finding intersectional investment opportunities that create impact in multiple themes.
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