Who we serve

Success at what we do preserves and elevates the wellbeing of individuals, families, and communities.

We rely on objective observation, rigorous research, demonstrable facts, and measurable results to help guide our clients. Yet the true value of our work lies beyond what can be measured – what we do impacts people’s lives.

Verus delivers expert investment solutions along a continuum ranging from a purely advisory role to an outsourced relationship, to everything in between.

Under an Implementation Services model, institutions receive the added benefit of having Verus perform back office, administrative, trading, and operational tasks that require significant capacity, which may be better used in other areas.

Consulting Services

In a non-discretionary consulting relationship, clients benefit from Verus’ rich resources, fiduciary best practices, and institutional approach. They also gain access to limited capacity investment products that are made available to Verus’ clients because of our size, reputation, and experience.

Outsourced CIO Services

By outsourcing to Verus through an OCIO relationship, the role of boards and/or investment committees will change from the day-to-day decision-making responsibilities of managing their portfolios, to governance, thereby bolstering the capacity of the organization’s personnel.

Who We Serve

Serving clients with customized solutions and insights

Public

Verus partners with government entities and public agencies to protect the retirement income and health benefits of civil servants by providing a risk-focused approach, market-leading research, and an absence of conflicting business interests.

Not-for-Profit

Verus advises some of the country’s most-respected non-profits with the design, implementation, and monitoring of their retirement plans, endowment assets, foundation assets, operating assets, or long-term capital.

Multi-Employer

Multi-Employer and Taft Hartley clients comprise multiemployer trusts that sponsor multiple plans, including DB retirement plans, various types of DC plans, health & welfare trusts, and training trusts.

Corporate

Corporate retirement plans comprise a wide range of services for the efficient administration of defined-benefit and defined-contribution plans. Each corporate portfolio is built to achieve optimal outcomes while reducing fees whenever possible.

Public

Verus serves the public sector by providing a risk-focused approach, market-leading research, and an absence of conflicting business interests. Our pure consulting focus elevates the level of trust between our investment consultants and our dozens of clients in public organizations. 

Corporate

Each corporate portfolio is as unique as the client for which it is created and built to achieve optimal outcomes while reducing fees whenever possible.

Not-For-Profit

Verus advises some of the country’s most-respected non-profits with the design, implementation, and monitoring of their retirement plans, endowment assets, foundation assets, operating assets, or long-term capital.

Complex healthcare institutions face rapidly changing regulatory policies and volatile markets, requiring a dynamic, customized investment approach. Every Verus engagement is led by a senior professional, backed by robust support and research teams.

Multi-Employer/Taft Hartley

Our largest client segment—accounting for nearly $25 billion in assets—comprises multi-employer trusts that sponsor multiple plans, including DB retirement plans, various types of DC plans, health & welfare trusts, and training trusts. We fulfill our fiduciary duty by providing our clients with a research-based framework for the prudent administration of their investment programs.

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.

Observing the unusual behavior of U.S. treasuries during this rate cutting cycle