Verde Advisors

VERDE
ADVISORS

Institutional Investment · ESG Integration · Risk Advisory

Institutional-grade ESG integration, investment risk management, and alternatives advisory — without the overhead of a large firm.

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Pension Funds·Endowments·Sovereign Wealth·Family Offices·RIAs·Emerging Asset Managers·
Pension Funds·Endowments·Sovereign Wealth·Family Offices·RIAs·Emerging Asset Managers·

Verde ESG Leaders Index

Why Verde Advisors

The Advantage of Experience

Institutional Credentials

Former CRO of a $2.8B global hedge fund platform. Two decades of institutional investment and risk management experience.

ESG Expertise

MS in Sustainability Management from Columbia University. Deep expertise in ESG integration, climate risk, and regulatory compliance.

Boutique Responsiveness

Senior-level attention on every engagement. No junior analysts, no handoffs — direct access to the principal advisor.

Our Services

Advisory Capabilities

01

ESG Portfolio Assessment

Comprehensive evaluation of portfolio ESG risk exposure, scoring, and alignment with institutional sustainability mandates.

$15,000–$25,000 one-time

02

Materiality & Maturity Assessment

Identify the ESG factors most material to your portfolio and benchmark current ESG integration maturity against institutional peers.

$15,000–$35,000 one-time

03

ESG Framework Design & Implementation

Design and implement a custom ESG integration framework tailored to your investment process, governance, and reporting needs.

$25,000–$60,000 one-time

04

ESG Ongoing Monitoring & Reporting

Continuous monitoring of portfolio ESG metrics with quarterly institutional-grade reporting for boards and stakeholders.

$3,000–$8,000/month retainer

05

Fractional CRO Services

Senior-level risk oversight on a fractional basis — the expertise of a Chief Risk Officer without the full-time commitment.

$8,000–$20,000/month retainer

06

Alternatives Due Diligence

Rigorous operational and investment due diligence on hedge fund, private equity, and alternative investment managers.

$10,000–$20,000 per manager

David E. Slattery Jr.

The Principal

David E. Slattery Jr., MS

Former Chief Risk Officer of a $2.8 billion global hedge fund platform. MS in Sustainability Management from Columbia University. Over 20 years of institutional investment experience.

"Institutional-grade expertise, delivered with the attentiveness of a boutique firm."
Full Biography

Ready to discuss your advisory needs?

Whether you require a one-time assessment or ongoing advisory support, we deliver institutional-grade expertise tailored to your organization.

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