Overview
OCIO provider created out of the Wake Forest University Office of Investments.1
Serves nonprofit investment pools through discretionary outsourced investment management.1
Investment program
- Estimated AUM
- $3.3B3
- Capital pool
- Nonprofit OCIO provider2
- Investment model
- OCIO provider to nonprofits only, led by former university CIO and investment staff.1
- Investment approach
- Our investment philosophy supports your mission by seeking to deliver strong, stable, risk-adjusted returns with consistent and reliable payouts in perpetuity.4
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Not listed yet1
- Performance
- Not listed yet
- Governance
- Through a dedicated point-of-contact, we support your institution across multiple levels — from board members to your institution’s broader community.4
- Investment team
- Verger Capital Management | Outsourced Chief Investment Officer INVESTOR PORTAL CONTACT US OUR APPROACH OUR PROCESS OUR TEAM NEWS INSIGHTS ABOUT US INVESTOR PORTAL CONTACT US OUR APPROACH OUR PROCESS OUR TEAM NEWS INSIGHTS ABOUT US ▶ Vision Matters.1
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 4, 2026 · Verified
Sources
Last verified Jul 4, 2026 from public career and organization materials.
Fact notes
- Website (vergercapital.com)Parent organization overview, Pool purpose, Investment model, Asset allocation, Investment team · checked Jul 4, 2026
- Manual research (vergercapital.com)Institution type, Capital pool, Headquarters · checked Jul 4, 2026
- Website (vergercapital.com)Estimated AUM · checked Jul 4, 2026
- Website (vergercapital.com)Investment approach, Governance, Investment office page · checked Jul 4, 2026
Profile and job sources
- Manual research (vergercapital.com)Manual research · checked Jul 4, 2026
- Website (vergercapital.com)Website · checked Jul 4, 2026
- Website (vergercapital.com)Website · checked Jul 4, 2026
- Website (vergercapital.com)Website · checked Jul 4, 2026
- Website (vergercapital.com)Website · checked Jul 4, 2026
- Primary job/profile sourceJob posting · checked Jul 4, 2026