VERUS ADVISORY, INC.

Verus is an independent, employee-owned provider of non-discretionary (consulting) and discretionary (OCIO) asset management services to a wide variety of institutional investors, including endowments and foundations, corporate defined benefit and defined contribution plans, public pension plans, and Taft-Hartley trusts. As of January 1, 2025, we provide services to institutional clients representing more than $1.11 trillion in assets.

Verus distinguishes our services by the fiduciary definition of discretion. Our non-discretionary consulting business provides advice to clients representing more than $1 trillion in non-discretionary assets. Our regulatory assets under management, including our discretionary (OCIO) services, are more than $17 billion in assets, as detailed in Part 1 of our annual ADV filing. 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. These services are delivered in a highly personalized manner by experienced investment professionals. Our services are tailored to the client’s enterprise objectives and guidelines and governed by an Investment Policy Statement established by the client’s governing body.

Verus traces its roots back to 1986, when the firm was originally founded as Wurts, Johnson & Company. In 1996 the firm was renamed Wurts & Associates Inc. and in 2015 we renamed the company Verus Advisory, Inc. (“Verus”) to better unify our brand and to reflect who we have evolved to become over the past decade given our substantial investments into capital markets, risk management and technical investment expertise.

Effective January 1, 2016, Verus Advisory, Inc. merged its operations with Strategic Investment Solutions, Inc. (based in San Francisco), with the remaining entity after the merger being Verus Advisory, Inc. Verus continues to enhance its services by adding key consulting professionals from different national regions of the United States, as well as tenured research, operations, and support staff.

Verus is proud to help our clients in all our core business lines, including discretionary (OCIO), traditional consulting, risk management and private markets. Verus believes in its mission statement:

We are stewards of the means to a better life.

Success at what we do preserves and elevates the well-being 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 is 100% employee owned.