--- title: Verger's 2025 Annual Report description: Verger’s 2025 Annual Report is a reflection of the people and partnerships that bring our mission of investing in the lives of others to life each day. image: https://blog.vergercapital.com/hubfs/Verger-Annual%20Report%202025-1200x628-Blog.png --- This is a search field with an auto-suggest feature attached. ![](https://blog.vergercapital.com/hubfs/Group%20427324955%20(1).svg) - There are no suggestions because the search field is empty. - [INVESTOR PORTAL](https://vergercapital.seiinvestorportal.com/CoreAuth/Login?ReturnUrl=%2F) - [CONTACT US](https://vergercapital.com/contact-us/) [![Verger Capital Management ](https://blog.vergercapital.com/hs-fs/hubfs/raw_assets/public/VergerCapital_January2021/images/verger-logo-black.png?width=500&height=60&name=verger-logo-black.png "Verger Capital Management ")](https://vergercapital.com/) - [OUR APPROACH](https://vergercapital.com/non-profit-investment-strategy/) - [OUR PROCESS](https://vergercapital.com/outsourced-chief-investment-officer/) - [OUR TEAM](https://vergercapital.com/outsourcing-investment-management-services/) - [NEWS](https://blog.vergercapital.com/news/) - [INSIGHTS](https://blog.vergercapital.com/news-and-insights) - [ABOUT US](https://vergercapital.com/verger-capital-management/) This is a search field with an auto-suggest feature attached. ![](https://blog.vergercapital.com/hubfs/Group%20427324955%20(1).svg) - There are no suggestions because the search field is empty. - [INVESTOR PORTAL](https://vergercapital.seiinvestorportal.com/CoreAuth/Login?ReturnUrl=%2F) - [CONTACT US](https://vergercapital.com/contact-us/) [![Verger Capital Management ](https://blog.vergercapital.com/hs-fs/hubfs/raw_assets/public/VergerCapital_January2021/images/verger-logo-black.png?width=500&height=60&name=verger-logo-black.png "Verger Capital Management ")](https://vergercapital.com/) - [OUR APPROACH](https://vergercapital.com/non-profit-investment-strategy/) - [OUR PROCESS](https://vergercapital.com/outsourced-chief-investment-officer/) - [OUR TEAM](https://vergercapital.com/outsourcing-investment-management-services/) - [NEWS](https://blog.vergercapital.com/news/) - [INSIGHTS](https://blog.vergercapital.com/news-and-insights) - [ABOUT US](https://vergercapital.com/verger-capital-management/) Search for: - [OUR APPROACH](https://vergercapital.com/non-profit-investment-strategy/) - [OUR PROCESS](https://vergercapital.com/outsourced-chief-investment-officer/) - [OUR TEAM](https://vergercapital.com/outsourcing-investment-management-services/) - [NEWS](https://blog.vergercapital.com/news/) - [INSIGHTS](https://blog.vergercapital.com/news-and-insights) - [ABOUT US](https://vergercapital.com/verger-capital-management/) [‹ Back to Insights](https://blog.vergercapital.com/news-and-insights) ![Verger's 2025 Annual Report ](https://blog.vergercapital.com/hubfs/Verger-Annual%20Report%202025-1200x628-Blog.png) Thursday, November 20th, 2025 [Philosophy](https://blog.vergercapital.com/news-and-insights/tag/philosophy) [Engagement](https://blog.vergercapital.com/news-and-insights/tag/engagement) # Verger's 2025 Annual Report ### Related Posts: Shoulder to Shoulder: Jim Dunn and Liz Laughter on What It Means to Be a Fiduciary > 2026 Q1 Market Review & Outlook: To the Moon and Back > We are pleased to share Verger Capital Management’s 2025 Annual Report, a reflection of the people and partnerships that bring our mission of investing in the lives of others to life each day. This year’s theme, “Acting as the Guardians of the Future,” captures the essence of what it means to serve mission-driven institutions with nuanced understanding, accountability, and a long-term perspective. As Jim Dunn, our CEO, and Liz Laughter, Managing Director of Client Service, explore in the early pages of the report, working alongside our clients to support their unique, non-profit missions is exceptionally rewarding. ## Our Continuing Commitment to Advancing Non-Profit Missions The examples throughout the report showcase the many ways Verger’s team, our clients, and our community are working together to create lasting, positive impact — organized as follows: - **Community Engagement & Partnerships**, building understanding and deep connections to the non-profits we serve and our broader community - **Employee Engagement & Philanthropy**, rooted in purpose and a commitment to bring service outside the workday - **Mentor & Intern Programs**, fostering talent and supporting the next generation of investment professionals - **The Verger Women’s Leadership Initiative**, celebrating five years of leadership development at Verger and beyond ## One Mission in Mind: Yours We invite you to explore the full report and see how, together, we’re working to advance profoundly interconnected non-profit missions and improve the lives of those around us. Thank you for taking the time to learn more about Verger’s work and take part in our journey.  ![verger-annual-report-2025](https://blog.vergercapital.com/hs-fs/hubfs/verger-annual-report-2025.jpg?width=612&height=792&name=verger-annual-report-2025.jpg) ### Get Your Copy of the Full 2025 Annual Report [Download the Report](https://blog.vergercapital.com/hubfs/verger-annual%20report-2025.pdf)   ### Subscribe to Monthly News & Insights [![Verger Capital](https://blog.vergercapital.com/hs-fs/hubfs/raw_assets/public/VergerCapital_January2021/images/verger-logo-white.png?width=500&name=verger-logo-white.png "Verger Capital")](https://vergercapital.com/) [751 West Fourth Street, Suite 410](https://www.google.com/maps/dir//751+W+4th+St+%23410,+Winston-Salem,+NC+27101/@36.0976808,-80.2556437,17z/data=!4m9!4m8!1m0!1m5!1m1!1s0x8853ae4744355357:0x7817a596b7228bfa!2m2!1d-80.253455!2d36.0976808!3e0) [Winston-Salem, NC 27101](https://www.google.com/maps/dir//751+W+4th+St+%23410,+Winston-Salem,+NC+27101/@36.0976808,-80.2556437,17z/data=!4m9!4m8!1m0!1m5!1m1!1s0x8853ae4744355357:0x7817a596b7228bfa!2m2!1d-80.253455!2d36.0976808!3e0) **P:** [336.934.4101](tel:3369344101) **F:** [336.934.4004](tel:3369344004) [Contact Us](https://vergercapital.com/contact-us/)   [![](https://blog.vergercapital.com/hubfs/raw_assets/public/VergerCapital_January2021/images/linkedIn.png)](https://www.linkedin.com/company/verger-capital) - [Home](https://vergercapital.com/) - [Our Approach](https://vergercapital.com/non-profit-investment-strategy/) - [Our Process](https://vergercapital.com/outsourced-chief-investment-officer/) - [Our Team](https://vergercapital.com/outsourcing-investment-management-services/) - [Working with you](https://vergercapital.com/working-with-you/) - [About Us](https://vergercapital.com/verger-capital-management/) - [Careers](https://vergercapital.com/non-profit-asset-management-firm-careers/) - [Contact Us](https://vergercapital.com/contact-us/) [ACCESS OUR WHITEPAPER](https://resources.vergercapital.com/endowment-funds-should-manage-risk-as-well-as-return/) [![Return of the Prudent Investor](https://blog.vergercapital.com/hs-fs/hubfs/Return%20of%20the%20Prudent%20Investor.jpg?width=128&height=166&name=Return%20of%20the%20Prudent%20Investor.jpg)](https://resources.vergercapital.com/endowment-funds-should-manage-risk-as-well-as-return/) [![Investing in the Lives of Others-1](https://blog.vergercapital.com/hs-fs/hubfs/Investing%20in%20the%20Lives%20of%20Others-1.jpg?width=129&height=167&name=Investing%20in%20the%20Lives%20of%20Others-1.jpg)](https://resources.vergercapital.com/investing-in-the-lives-of-others)   This material is for informational purposes only and does not constitute investment advice or an offer to sell or buy a security. 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