Fiduciaries at non-profit organizations face many challenges, not the least of which are low expected returns against the backdrop of high donor expectations. Recognizing the depth of these challenges, we partner with non-profits by giving them independent advice backed by best practices and rigorous research, without bias or conflicting interests. By helping non-profit boards and investment committees navigate complex capital markets, identify emerging trends and opportunities, and find differentiated sources of alpha, clients can direct their focus towards what matters most—fulfilling the missions of their organizations and helping the communities they serve.
Verus is a trusted resource for many types of not-for-profit organizations, from small private foundations to multi-billion healthcare systems, higher education endowments to faith-based charities, even tribal governments. We serve these clients in a variety of ways, from a purely advisory role to a fully discretionaryrole as Outsourced CIO and hybrid solutions in between. Whatever their preference, we provide non-profits with custom-tailored services and high-touch client service to achieve their organizational goals.
Our latest whitepapers, viewpoints, and annual outlooks.
The management team is dedicated to outstanding achievement on behalf of the communities, families, and individuals we serve.
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.