Mission & Values
We are a fiduciary investment advisory and wealth management firm with a distinct mission and vision: to help create a more equitable, just, and sustainable world.
Our Mission
Our driving purpose is to use the power of financial markets to direct capital toward sustainable and regenerative solutions and to help our clients build the future they envision.
Our Core Values
Our values are the operating principles that guide how we invest, how we advise, and how we show up for our clients and our colleagues.
Integrity
We aim to do the right thing for our clients, our colleagues, and the communities our investments touch — even on the more challenging path.
Equity & Justice
We believe in social and environmental justice and equity, and we strive to act with fairness and without bias.
Global Sustainability
As a Certified B Corp, we hold ourselves accountable to measurable standards of social and environmental performance.
Diversity & Inclusion
We celebrate our differences, believe a broad range of perspectives can improve outcomes, and seek to build a team culture of belonging.
Community & Connection
We value relationships and work in close collaboration with our clients, investment managers, and industry colleagues.
Authenticity
We strive to live our values in how we work, how we invest, and how we serve our clients.
Back Row (L to R): Tasha Wilson, Garrett Markley, Roraj Pradhananga, Tracey Lynch, Kelly Hall, Mandy Gardner. Front Row (L to R): Sheryl Kucer, Sandra Guerrero, Jane Swan. Not pictured: Shawntelle Ferguson, Katherine Amoroso, and Mihir Mehan.
An Inclusive Culture
At Veris, our commitment to inclusion and belonging is fundamental.
We believe inclusion and belonging should shape how we invest and how we operate. That means examining our own practices with the same rigor we apply to the investment managers we vet and holding ourselves accountable for continued progress. Through our work, we aim to foster a more inclusive economy and help expand economic and financial access.
How This Shapes Our Investment Process
Veris developed a distinctly rigorous Equity, Diversity, and Inclusion (EDI) Manager Due Diligence Framework, which we apply to the investment managers on our platform as a standard part of initial and ongoing due diligence. We look for managers that emphasize inclusion and belonging across their ownership, leadership, investment teams, workforce, policies, and investment lens. To help drive change across our industry, Veris shared our framework in our 2023 report, Investing in Diversity, Equity, Inclusion, and Belonging (DEIB).
How This Shapes Our Culture
Veris has established a Diversity, Equity, Inclusion, and Belonging (DEIB) Committee to offer ongoing guidance as we work to build a culture of belonging. Our internal practices include:
- Removing candidates’ names and addresses from resumes prior to consideration, to reduce unconscious bias in hiring
- Conducting annual Belonging Surveys across the firm to measure and respond to the experience of our team
- Offering staff training designed by CommonHealth Action
- Applying an inclusive selection process for vendors and consultants
Our Commitments
We are proud signatories to the UN Women’s Empowerment Principles and Due Diligence 2.0, and the ISS Racial Justice Action Call. These commitments stem from our belief that the work of building a more equitable economy extends beyond client portfolios to the relationships our firm holds.
Learn about the organizations we work with to grow the responsible and impact investing movement and support values-aligned investors.
Build a Career Aligned With Your Values
Explore current job opportunities at Veris and learn about our firm’s inclusive work culture and some of the benefits of joining our inclusive team of professionals.