Stewards of Tomorrow

Verus, the Latin word for true, stands for our firm’s commitment to the truth and to the values we uphold as a fiduciary to our clients — clarity, integrity, trust, and independence.

Success at what we do preserves
and fortifies the well-being of individuals, families, and communities.

Since 1986, Verus has been helping institutions achieve their investment goals through services that combine empirical research, custom portfolios, and personalized client service.

The environment for institutional fiduciaries is complex. Volatile markets, an increasingly interconnected global economy, and the introduction of new and complicated financial instruments make independent and professional guidance more necessary than ever.

Today we advise on over $1 trillion* in client assets, through non-discretionary consulting and discretionary OCIO services, for a wide range of clients.

*Includes Verus’ total assets under advisement; preliminary as of 4/1/2024

Verus has the experience and capabilities to help fiduciaries meet their responsibilities and achieve their enterprise objectives. Our most distinctive characteristics are the quality of our people, the principled nature of our culture, the insights of our robust research, and our determination to serve our clients well.

We continue to be driven by the same values our founder, William Wurts, established in 1986: to remain independent, research-driven, and client-focused.

Our People

Leadership team

The management team is dedicated to outstanding achievement on behalf of the communities, families, and individuals we serve.

Consulting team

Verus consultants offer perspectives born of research and experience, unconstrained by conventional thinking or industry consensus.

Investment Team

The talents of our investment team work together to fulfill the fiduciary duties of a discretionary advisor. The team takes on the multi-faceted responsibilities of program implementation and oversight.

Business Development Team

Our business development professionals work to develop relationships across sectors and provide meaningful insight throughout the advisor-exploration process.

Verus is dedicated to creating an inclusive work environment with a diverse workforce.

Through independent advice and investment expertise, our teams strive to be the driving force that empowers clients to achieve their enterprise objectives. We are looking for talented professionals who embody our firm values of diligence, professionalism, expertise, client service, and collaboration.  If you feel like you’d be a good fit, we’d love to hear from you.