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To accomplish your non-profit’s mission, you need the right investment approach. Your non-profit organization is focused on improving lives and strengthening communities. We understand this, and are focused on helping ensure you have the assets you need to do that work.

Today’s complex markets, coupled with resource and time constraints have led 1-in-3 non-profits to outsource their investment solution. This is commonly referred to as Outsourced Chief Investment Officer or simply “Outsourced CIO” or “OCIO.” But what is outsourced CIO? And how do you choose the right solution?

Our evidence-driven approach blends our consulting expertise with asset allocation, manager research, and portfolio construction. We combine:

Strategic Advice
Portfolio Implementation
Administrative Services

We work with governances and organizations as a operating entity. We provide strategic advice on business models to help them achieve their charitable mission.

We put it all together in a tailored solution focused on your goals!

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