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Celebrating 10 Years of Investing in the Lives of Others

Our team reflects on Verger’s journey over the past ten years, our non-profit roots, and our grit and determination through it all. In this time, we’ve built on our mission, mantra, and core values to forge deep connections with our clients and community, all while honoring a shared commitment to creating meaningful impact. As we celebrate our achievements and look ahead to the next chapter, we’re filled with anticipation for the continued growth, collaboration, and positive change we’ll achieve together.

Celebrating 10 years of Protect, Perform, Provide

Verger was founded to help non-profits achieve their goals and aspirations through the pursuit of strong, stable, risk-adjusted returns and consistent, reliable payouts in perpetuity. At the core of our investment philosophy is the balance between participating in market upside and protecting on the downside.

We are pleased that, since our inception, we have been able to provide Verger’s clients with attractive risk adjusted returns, with portfolios designed to provide repeatable and predictable distributions to support their missions. We believe we are well positioned to continuing doing so going forward, no matter the market environment.

2014

FOUNDED IN

$2.9B

IN AUM

$840M

SPENDING DISTRIBUTION & OPERATIONAL SUPPORT FOR CLIENTS

Celebrating 10 years of Verger’s core values

Take the high road

Take the high road: There is nothing more important to Verger’s culture than integrity. Through every action and interaction, we strive to honor our commitments to each other, to our clients, and to our communities by doing things the right way, not the easy way.

Engage, Integrate, Educate

Through our continued client service commitment, we at Verger seek to be a unique resource, facilitating friction-free workflows, providing unparalleled access, and seamlessly integrating with clients’ teams, back-offices, and boards. We are honored to act as an extension of our clients’ staff while working to support and advance their unique operations and missions.

Bring your why to work

Working with such inspiring organizations challenges us to go beyond what we do and ask ourselves why we do it. While every Verger team member has their own “why”, we all share the same enthusiasm for the work being done by the clients we have the privilege to serve.

Deliver on promises

At Verger, we put our responsibility to our clients first. As witnessed through our philosophy and mantra, Protect; Perform; Provide, we seek to deliver performance that both meets our clients’ needs today and serves their best interests for the future.

Challenge the status quo

We believe that the way it has always been done is not the way it has to be done. Every team member in every role at Verger is challenged to reimagine how we can bring value to the clients we serve as well as to one another.

Be humble, be human, be helpful

We know what it means to treat others as you want to be treated. Verger’s non-profit roots provide us with a unique understanding of our clients’ needs and challenges, and we work to provide them with service beyond their expectations.

Focus on what makes you great

Verger is focused on doing one thing and doing it really well. We may not be the right fit for everyone, and we are okay with that. We believe in finding the right group of clients and hiring talented people in every position to support them.

Protect, Perform, Provide

After 10 years, Verger’s investment philosophy still rings true: we strive to protect client assets across market cycles, maintain and grow purchasing power, and provide reliable payments to move client missions forward with confidence. Since our inception, we have been able to provide Verger's clients with attractive risk adjusted returns, paired with repeatable and predictable distributions. And we believe we are well positioned to continuing doing so going forward, no matter the market environment.

Celebrating 10 years of Engage, Integrate, Educate

We at Verger are grateful for the long-term, collaborative relationships we’ve developed. We enjoy supporting and engaging our clients beyond the boundaries of traditional investment services, working as an extension of their staff, and acting as resource to provide perspective, value, and transparency. We appreciate the opportunities to better understand our clients’ missions and the needs of our community, while providing volunteer time and resources to make a positive impact.

Building an ongoing dialogue around continued evolution and growth

At Verger, we seek to share what we learn along the way by publishing articles, white papers, and resource guides for our clients and industry peers.

As one example, Verger has fine-tuned a list of essential questions for prospective and existing board members as part of non-profits’ onboarding or ongoing self-assessment processes. This resource is designed to bolster board members’ skills across: