Verus provides customized solutions, delivered strategically by best-in-class consultants. Our innovative solutions draw on 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.
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.
Our senior investment professionals will lead the relationship, giving you the highest-quality investment expertise.
We build portfolios customized to reflect your unique goals, circumstances, values, and beliefs.
Verus captures market opportunities by closely monitoring the market cycle and global events.
Verus’ world-class investment team consults and designs investment policies and portfolio allocations customized to each client’s investment objectives and risk capacity.
We help clients navigate the ebb and flow of global markets through education and rigorous research, source new investment opportunities, and chart a strategic road map that drives the achievement of their investment goals.
Our process covers strategic planning and asset allocation, strategy implementation, and investment performance evaluation. We offer investment policy and objectives development, strategic asset allocation, manager structure analysis, investment manager selection, day-to-day consultation, staff and committee education, and performance monitoring.
For clients who choose to delegate the implementation of their investment policy, we offer highly customized and comprehensive solutions.
Our approach to discretionary services emphasizes flexibility, return generation guided by risk management, strategic asset allocation, and leading-edge tools that help us understand and exploit what drives returns in portfolios.
Our latest whitepapers, viewpoints, and annual outlooks.