Who We Serve
Veris is an impact-focused firm that helps families, foundations, and endowments align their investments with their values and mission.
Guided by Your Vision
Whether you are searching for an advisor for yourself, your family or for your organization, Veris can help you pursue your financial goals and your vision of a better future.
Since 2007, Veris has helped foundations and nonprofits activate their investments in service of their mission. We seek to understand your organization’s theory of change and translate that into an investable portfolio.
From entrepreneurs, artists, and business leaders to individual inheritors and multi-generational families, we offer personalized financial planning and values-aligned investment advisory services.