Verus Advisory Story

VERUS ADVISORY services include non-discretionary guidance to a wide range of institutional investors, including public, corporate and multi-employer defined benefit and defined contribution plans, and not-for-profit entities with endowments, foundations or reserve assets.

Through rigorous research and a thoughtful application of financial theory, our experienced professionals consult and assist clients in designing investment policies and portfolio allocations that are customized to each client’s investment objectives and risk capacity.

The depth and experience of our capital markets and strategic research teams fuel a unique perspective on portfolio design and opportunity capture. Our services also include investment manager evaluation, consultation and recommendations, client staff and committee education, and portfolio performance analysis services.

We strive to become a trusted advisor to our clients and focus on understanding their unique obligations and constraints. Our low client-to-consultant ratio and high research professional-to-consultant ratio combine for a comprehensive yet personalized, boutique approach to client service.