Families & Individuals
Veris can act as your financial steward, managing the complexities of your finances so you can focus on living your life.
How we serve families and individuals
Veris Advisors don’t just manage portfolios, we aim to help steward legacies. Our work begins by seeking to deeply understand your family’s history and vision for the future as well as your financial situation and goals.
Aligned Strategy
We meet you where you are, bridging financial goals and personal purpose.
Tailored Planning
Acting as your personal CFO, we handle the complex details, from custom asset allocation to seamless coordination with your custodian and other advisors.
Strategic Portfolio Architecture
We apply rigorous, research-driven expertise to construct diversified portfolios that balance market performance with your specific impact goals.
Clear Guidance
We simplify the complexities of finance and impact investing by replacing jargon with clear answers and educational support.
Next-Gen Empowerment
We can help prepare the next generation to steward the family legacy with confidence through tailored education and legacy planning that aligns with your family’s core values.
Our Services
Explore our bespoke investment and planning services designed for forward-thinking high-net-worth individuals and families.
-
Read more about Financial Planning & Wealth StrategyFinancial Planning & Wealth Strategy
Our financial blueprint does not start with stocks and bonds, it starts with your vision. Our Advisors build an intentional plan aiming to ensure every dollar works towards the future you imagine.
-
Read more about Investment Management & Portfolio StrategyInvestment Management & Portfolio Strategy
Applying deep, research-backed knowledge, we create truly customized diversified portfolios that pursue financial performance and your specific impact goals.
-
Read more about Values-Aligned InvestingValues-Aligned Investing
You care about how your money is used — and so do we. We help you invest in ways that reflect your beliefs and use your voice to drive change in the companies you are invested in.
Investment Philosophy for Families
We view capital as a catalyst for a more equitable and sustainable world. By merging institutional-grade strategy with deep impact expertise, Veris aims to build resilient portfolios where financial objectives and personal values work in tandem.
Our Core Tenets:
- Intentional Alignment: Your unique goals and impact priorities dictate our asset allocation.
- Risk Intelligence: We integrate sustainability factors to uncover opportunities and mitigate long-term volatility.
- Inclusive Perspectives: We believe diverse teams identify risks and market inefficiencies more effectively.
- Relentless Efficiency: Tax optimization and fee sensitivity are foundational to our asset selection.
Download Our Brochure
This PDF offers an overview of our services for families and individuals and information about our firm, team, and approach to values-aligned investing and financial planning.
Our credentialed Advisors deliver expertise across financial planning and investment management. Our team collectively brings decades of financial services and impact investing experience.
