Keeping non-profit organizations mission-focused

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.

Solutions tailored to your organization

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.

Honoring your values without sacrificing returns

With more than three decades serving not-for-profits, we have developed resources and expertise designed for endowments, foundations, and other non-profit organizations.
  • Our experienced not-for-profit consultants not only interpret complex investment ideas meaningfully, they are also trusted partners who will speak honestly to help you make the right investment decisions.

  • Innovative solutions, tailored to your unique enterprise, draw from our expertise in both traditional and alternative markets investing, global capital markets research, and a risk-focused viewpoint that shapes every facet of our investment practice.
  • Our commitment to research and education is a distinguishing characteristic that helps non-profits keep up-to-date with emerging trends, market opportunities, and global events that can potentially affect their investments.

  • Specialized resources for issues of importance to non-profits, like ESG, or diversity and inclusion, align our services with the social objectives of your organization.
  • Extensive resources in private equity, private credit, and real assets offer non-profit organizations with diversification and differentiated sources of return relative to traditional investment vehicles like equity and fixed income.

  • We create bespoke private markets portfolios through the lens of the organization’s overall investment objectives, liquidity characteristics, and risk tolerances.

We follow the data until it leads to insight, and turn insight into ideas that benefit our clients.

Our latest whitepapers, viewpoints, and annual outlooks.

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.