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Veris Wealth Partners

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美利堅合眾國

成立於

2007 (18 )

成立

最後上線: 最近無活動

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了解 Veris Wealth Partners

Veris Wealth Partners is a pioneering wealth management firm and a recognized leader in sustainable and impact investing. They are an independent, owner-managed, SEC-registered investment advisory firm with offices in New York, San Francisco and Portsmouth. They serve individuals, nonprofits and foundations that care as much about performance as about using their wealth to beneficially impact society. They believe superior investment performance and a positive impact are complementary parts of a holistic investment strategy. By combining traditional and sustainable investment strategies, they achieve each investor's financial goals, while providing exceptional risk management and client service. Veris enables you to align your wealth and your worldview in order to make a positive contribution as you define it. They believe that "Sustainability Matters" and that those companies, families and foundations implementing responsible practices will lead the future.

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  • 財務 財富管理

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