Supporting organizations with a higher purpose is in our DNA.
Verger Capital Management provides OCIO services to non-profits, and only non-profits. Our entire team shares in this passion and we strive every day to promote a culture of unwavering service. It’s this culture, combined with our investment team’s extensive experience with non-profits, that differentiates us and makes us ideally positioned to serve the needs of our clients.
Founded in 2014
$2.6 billion in assets under management
Led by a former university CIO & investment staff
OCIO provider to non-profits only
We exclusively serve non-profit organizations including endowments and foundations.
To invest in the lives of others.
Verger was created out of the Wake Forest University Office of Investments.
This legacy enables us to offer our clients unique, day-one access to the scale and purchasing power of a seasoned investment portfolio, delivered with the attentive, high-touch services of an experienced team.
Our name is derived from the short story “The Verger,” by W. Somerset Maugham. Facing an uncertain world, the Verger embraces change, recognizes opportunity, and has the initiative to seize it — and does it all with self-awareness and humility. We strive to do the same.
· Engagement means understanding the needs of our employees and our community and actively providing resources to make a positive impact.
· Engagement means building an ongoing dialogue with our clients and industry peers around continued evolution and growth.
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.
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.
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.
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.
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.
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.
