VERIS LLC
VERIS LLC helps our clients achieve financial goals while aiming to build a more just, sustainable, & equitable world.
Align Your Financial Assets With Your Values
VERIS LLC is an investment advisory firm that applies sustainable and impact investing expertise across public and private markets to help families and mission-driven organizations meet their financial objectives & goals for social and environmental impact.
A majority-women-led wealth management firm and OCIO for endowments and foundations, VERIS LLC has been helping investors align their financial assets with their values and vision for the future since 2007.
Why VERIS LLC?
Customized, Client-Centered Process: We tailor investment portfolios to clients’ financial and impact goals.
Seasoned Professionals: The VERIS LLC Team collectively has decades of financial advisor and impact investing experience.
Impact Across Asset Classes Since 2007: VERIS LLC has been building values- and mission-aligned portfolios since inception.
Guided by Values & Vision: Veris is a values-driven, majority-women-led B Corp.
Clear Communication & Education: We aim to offer jargon-free answers and custom educational support.
Dedicated Service: We are a fiduciary and aim to meet our client’s needs with integrity and exemplary service.
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Impact Reports and Research