Investment Management & Portfolio Strategy
Rigorous, customized portfolio strategies designed to help families, foundations, and endowments pursue their financial goals and impact priorities.
Our Investment Approach
We believe asset allocation is the most important driver of long-term outcomes — financial and impact. We aim to build portfolios that integrate your goals, values, time horizon, risk tolerance, and liquidity needs into a customized strategy.
Whether you’re a family seeking to align your wealth with your values or an institution working to amplify its mission, we seek to apply the same standard of investment rigor across asset classes and market environments. Impact is not a satellite strategy at Veris, it is how we invest.
Our Core Services
We offer a broad range of investment management services for families building values-aligned portfolios and foundations and endowments stewarding mission-driven capital.
We offer discretionary, non-discretionary, and discretionary-with-approval (DWA) advisory so you choose how involved you want to be in decisions.
Strategic asset allocation built on long-term capital market assumptions and mean-variance optimization. For clients with ongoing spending needs, we model Spending Reserves separately from Sustaining Allocations to manage liquidity and risk through full market cycles.
Proprietary manager selection guided the Veris Due Diligence framework, which evaluates managers across six dimensions: People, Philosophy, Process, Performance, Product, and Impact. Managers are assessed for both financial rigor and impact integrity.
Many clients come to Veris with existing holdings that don’t fit a values-aligned strategy. We build detailed plans for liquidation, retention, or tax-managed transition — meeting you wherever you are and moving toward alignment at your pace.
Fee-based advice on assets held outside your primary custodian, including retirement accounts, deferred compensation, and other accounts, so we can help you manage your complete financial picture, not just the portion we custody.
Construction of portfolios designed around your mission or priority impact themes. This work is supported by in-depth thematic research with a distinct focus on finding intersectional opportunities to create positive impact across multiple themes.
Built for Resilience
We believe portfolio resilience comes from integrating financial and impact objectives through strategic asset allocation, diversification, and a long-term approach.
We construct portfolios using a goals-based structure, allocating between near-term spending needs and long-term growth, and we manage liquidity and risk through diversification across asset classes, geographies, vintages, and strategies. Risk characteristics, including tracking error, are monitored continuously. Where a values-aligned tilt could meaningfully affect performance, we discuss the trade-off with you transparently and collaboratively.
The result is a portfolio designed to navigate full market cycles while staying true to what matters most to you.
Featured Pages
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Read more about Investment Research & Due DiligenceInvestment Research & Due Diligence
Veris vets the managers and strategies we recommend across six dimensions — People, Philosophy, Process, Performance, Product, and Impact. See how our integrated diligence assesses both financial rigor and impact integrity.
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Read more about Values-Aligned InvestingValues-Aligned Investing
Discover how Veris translates your values and priorities into an investable portfolio — and how active ownership, shareholder engagement, and proxy voting work alongside thematic selection to drive change.
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Read more about Investment StrategyInvestment Strategy
See how Veris designs strategic asset allocation around your time horizon, spending needs, and risk tolerance — separating near-term Spending Reserves from long-term Sustaining Allocations to manage risk through full cycles.