- October 2024
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.
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.
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.
Serving clients with customized solutions and insights
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.
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 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 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.
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.
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.
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.
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.
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