Verger's 2025 Annual Report

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.