Verus is an independent, employee-owned provider of non-discretionary consulting and discretionary management services (i.e. OCIO) to a wide variety of institutional investors, including endowments and foundations, corporate defined benefit and defined contribution plans, public pension plans, and multi-employer trusts.  These clients, whose assets total in excess of $742 billion*, rely on us for the thoughtfulness of our investment research and personalized approach to their portfolios.

Verus traces its roots back to 1986, when the firm was originally founded by William Wurts.  Wurts & Associates was renamed Verus in April 2015. Throughout our 37+ year history, we have remained true to our central mission: We are stewards of the means to a better life. Success at what we do preserves and fortifies the wellbeing of individuals, families, and communities.  We rely on objective observation, rigorous research, demonstrable facts, and measurable results to help guide our clients.  Yet the true value of our work lies beyond what can be measured – what we do impacts people’s lives.

Verus provides independent advice through its non-discretionary consulting, private markets, and risk advisory services. For institutions who choose to delegate more of their fiduciary responsibility, we also provide discretionary Outsourced Chief Investment Officer (OCIO) services.

Past performance is no guarantee of future results. The information provided by this site or referenced links is provided for informational purposes only and is intended for institutional entities and their representatives and should not be relied upon by retail investors. Nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security, pursue a particular investment vehicle or any particular trading strategy. Investing entails risk, including possible loss of principal.

*Includes Verus'​ total assets under advisement; preliminary as of 7/1/2023.

Investment Management

Consulting

Verus

Jeffrey MacLean

Ian Toner

Lauren Thompson

Paul Kreiselmaier

Mark Brubaker

Anneke Meulblok

Ted Hermann

Brian Kwan Cfa, Caia

Trevor Parmelee

Kraig McCoy

Marianne Feeley

Christopher Shelby

Justin Hatley

Joe Wilson

Amanda Schroeder

The Investment Analysis and Research team at Verus is dedicated to conducting comprehensive research and analysis across various asset classes, including public and private markets. This team evaluates investment opportunities, assesses performance metrics, and provides strategic insights to inform client portfolios. By leveraging rigorous quantitative and qualitative methods, they ensure that clients receive tailored investment advice that aligns with their unique objectives and risk tolerances.

Investment Analysis and Research

Leadership Team

Investment Analysis and Research

About

Team members

Other teams at Verus

Investment Management

Leadership Team