Investment & Advisory Services
Investment advice, financial planning, thematic impact investing, and custom portfolio strategy supported by rigorous diligence.
Trusted Advice
Veris acts as a fiduciary to our clients, offering guidance and deep financial and impact investing experience to help you along your financial journey.
Our Services
Explore our services for individuals, families, and organizations.
-
Read more about Financial Planning & Wealth StrategyFinancial Planning & Wealth Strategy
We offer comprehensive financial planning services and tailored advice and education on cash flow and budgeting, charitable and estate planning, retirement planning, and financial projections.
-
Read more about Investment Management & Portfolio StrategyInvestment Management & Portfolio Strategy
Veris has deep investment capabilities across public & private markets. Through custom asset allocation and rigorous due diligence we build resilient portfolios designed to advance your goals and mission.
-
Read more about Outsourced Chief Investment OfficerOutsourced Chief Investment Officer
Our OCIO services include mission-aligned IPS development, strategic & tactical asset allocation, due diligence, strategy selection, implementation, monitoring and more.
Learn more about how we help our clients align their investments with their personal or organizational values.
Financial Stewardship
At Veris, we believe your portfolio can nurture what matters most to you whether that’s your family, your community, or future generations. We act as your financial steward and trusted advisor who helps you manage the big picture while taking care of the details.
Seeking advice?
If you are looking for a guide to help you navigate your financial journey, talk to our team of experienced Advisors.