Overview
If you're a prospective client, learn more about what we have to offer.1
Verus Investments's investment work supports client portfolio construction, manager oversight, and advisory mandates.1
Investment program
- Estimated AUM
- $10.4B as of Jan 1, 20262
- Capital pool
- institutional_consulting1
- Investment model
- Here are some valuable insights to read before your meeting blog image background James Lebenthal and Amita Schultes Economic and Market Outlooks Webinar Recording: Q3 2026 Market & Economic Outlook July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year.1
- Investment approach
- We don’t just look for short-term gains, we seek long-term growth.2
- Spending support
- Not listed yet
- Spending policy
- Not listed yet
- Asset allocation
- Public evidence references these asset classes or allocation areas: private equity, venture capital, real estate, infrastructure, public markets, fixed income.1
- Performance
- Not listed yet
- Governance
- Verus’ services, whether under the discretionary (OCIO) or non-discretionary (consulting) fiduciary governance model, are focused on the design of the entire portfolio, including investment policy, asset allocation, risk allocation and management, third-party investment manager evaluation, fiduciary education, and portfolio analysis.2
- Investment team
- Here are some valuable insights to read before your meeting blog image background James Lebenthal and Amita Schultes Economic and Market Outlooks Webinar Recording: Q3 2026 Market & Economic Outlook July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year.1
- Unfunded commitments
- Not listed yet
- Source freshness
- Last verified Jul 21, 2026 · Verified
Sources
Last verified Jul 21, 2026 from public career and organization materials.
Fact notes
- Website (ceritypartners.com)Parent organization overview, Pool purpose, Capital pool, Investment model, Asset allocation, Investment team · checked Jul 25, 2026
- Website (ocioanalytics.com)Estimated AUM, Investment approach, Governance · checked Jul 25, 2026
- Website (ceritypartners.com)Investment office page · checked Jul 25, 2026
Profile and job sources
- Website (ceritypartners.com)Website · checked Jul 25, 2026
- Website (ceritypartners.com)Website · checked Jul 25, 2026
- Website (ocioanalytics.com)Website · checked Jul 25, 2026
- Website (ceritypartners.com)Website · checked Jul 25, 2026
- Primary job/profile sourceJob posting · checked Jul 21, 2026