A Partnership for Your Endowment
Through innovative investment and advisory solutions, our OCIO services for endowments and nonprofits can empower your organization’s financial objectives and mission-driven goals.
An OCIO Solution for Endowments That Checks All the Boxes
We share fiduciary responsibility so that your endowment or nonprofit can focus on its foremost priority — achieving your mission. We provide investment policy development, asset allocation modeling, portfolio implementation, financial and performance reporting, board education and other services.
Our multidimensional investing approach aims to grow and protect your organization’s assets and guard against downside risk. We provide personalized communications, diligent oversight, efficient delivery of services and a quick response to market changes.
Working with you, we can customize your organization’s investment policy to align with your long-term investment goals.
We construct a portfolio and implement an asset allocation strategy in accordance with your investment policy. We report on portfolio changes through regular communications and meetings and exercise extensive and ongoing due diligence.
As your OCIO, we provide manager selection and due diligence, as well as identification, evaluation and selection of managers appropriate for your organization’s strategy and aligned with your investment policy statement.
Maximizing Investment Returns and Managing Risk
Our team seamlessly integrates with our investment management service professionals to implement strategies that deliver results. We can tailor mission-aligned portfolios, from inclusion of positive environmental, social and governance screens, to exclusions of misaligned concepts or frameworks.
Education and Training Services
Stay on top of industry trends and partner with our experts on those topics important to your organization, including fiduciary responsibilities, leadership transition, strategic grant-making and spending policies, and more.
Financial Report and Auditing
We coordinate with your board, staff, auditors and external advisors to customize documentation that addresses your organization’s preferences and timing needs.
Sub-accounting and Donor Reporting
We offer sub-accounting and unitization services as well as customized financial and performance reports to meet the distinct needs of your staff, board and donors.
Donor Stewardship and Charitable Trust Administration
We can help you cultivate and steward your donors, through written communications, personal consultations, educational workshops and targeted seminars. We also administer planned gifts and provide charitable trust administration.
Frequently Asked Questions
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