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 $952 billion* 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 10/1/23
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.
The management team is dedicated to outstanding achievement on behalf of the communities, families, and individuals we serve.
Verus consultants offer perspectives born of research and experience, unconstrained by conventional thinking or industry consensus.
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.
Our business development professionals work to develop relationships across sectors and provide meaningful insight throughout the advisor-exploration process.
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.