Veris is a registered investment advisor and financial advisory firm that has been helping families, foundations, and endowments align their financial assets with their values and missions since 2007. Our firm’s approach is rooted in our belief that investors can meaningfully contribute to a more equitable, just, and sustainable world through their investments. We invest across asset classes to help clients pursue financial returns, reduce risk, and drive progress. Veris has deep investment capabilities across public and private markets and a seasoned team of advisors with experience building and sustaining values-aligned portfolios through a variety of market conditions. Our firm has developed focused thematic expertise in four key areas of impact: racial and gender equity, climate solutions and the environment, sustainable and regenerative agriculture, and community wealth building. Veris serves clients across the United States and has offices in NYC, Oakland, Philadelphia, Denver, and Portsmouth, NH.
Understanding the landscape of sustainable investing is a core Veris expertise. They strive to help their clients access superior investment and impact opportunities by leveraging their deep knowledge of relevant financial, environmental, social, and governance (ESG) issues.
Keywords: Investing Sustainability SRI Impact Socially responsible Wealth San Francisco New York Portsmouth Financial planning Mission investing MRI PRI Program related investing Consulting ConsultantsInvesting Sustainability SRI Impact Socially responsible Wealth
Sector: Service with Minor Environmental Footprint
Size: 10-49 employees
B Corp Certified – Impact Score: 149.8
