Vision Matters. Values Matter. Talent Matters.

A simple yet
effective philosophy.

Protect

Preserve your assets across market cycles so you can move your mission forward with confidence

Protect

Perform

Consistently maintain and grow the purchasing power of your assets

Perform

Provide

Provide the liquidity you need when you need it most

Provide

Serving non-profits is in our DNA.

It’s the foundation of the Verger advantage

AN ALL-WEATHER APPROACH

Our sophisticated multi-market, antifragile portfolios are designed to continually support your requirements and withstand volatile markets.

TAILORED TO YOUR VISION

You get immediate access to the scale and scope of our seasoned, high-conviction investment portfolio with complementary customized accounts.

FULLY ENGAGED

We communicate with all of your stakeholders, integrating seamlessly with your team to educate your institution about the value we bring.

Resources

Verger’s 2025 Annual Report

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2025 Q3 Market Outlook: An Image of Resilience

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Jim Dunn Featured on the Dakota Live Podcast

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Our purpose is to help your non-profit reach its investment goals.