Investment Partners

veris wealth partners

Veris Wealth Partners is an Impact Wealth Management Firm that exists to support the rapidly growing number of people who believe they can have a positive impact for the world through their wealth.  

  • Investment Vehicles:  Sustainable and thematic investments across all asset classes
  • Impact Focus: Expertise across all impact areas

 

PRINCIPIUM INVESTMENTS

Principium Investments provides customized portfolios based on unique investment experience and social & environmental insight.

  • Investment Vehicles:  Public equities, fixed income, high ESG-rated mutual funds
  • Impact Focus:  
    • Clean Energy / Fossil Fuel Free
    • Gender Lens (new)

 

Root Capital

Root Capital is a nonprofit social investment fund that grows rural prosperity in poor, environmentally vulnerable places like Africa and Latin America by lending capital, delivering financial training and strengthening market connections for agricultural small and growing businesses. 

  • Investment Vehicles:  Private debt
  • Impact Focus:  Environment, Agriculture, Sustainability, Gender Lens

 

Investor's circle - patient capital collaborative  

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The Investor's Circle Patient Capital Collaborative (PCC) series of funds invest in early-stage, innovative companies that are tackling the world’s biggest social and environmental challenges. The PCC funds focus on high-growth companies that are improving quality of life, alleviating poverty and transitioning us to a more sustainable economy.   

  • Investment Vehicles:  Early-stage equity
  • Impact Focus:  Improving quality of life, alleviating poverty and sustainable economy

 

Operational & Charitable Partners


Become a Partner

If you would like to partner with us, fill out the form below and we will get back to you shortly.