Co-Fiduciary Chief Investment Officer
Outsourcing an endowment, foundation, or charitable organization’s investment and portfolio management responsibilities to a Co-Fiduciary Chief Investment Officer gives the board and staff more time and resources to devote to the core mission.
OUR ONLY MISSION IS TO SUPPORT YOURS
Our advice and services are driven by a blend of knowledge, evidence-based research, and extensive long-term experience:
- Co-Fiduciary – We share the fiduciary responsibilities with your board
- Low-Cost Structure – Our low-cost structure allows you to keep more of the return generated by the portfolio
- Strategic Investment Plan & Portfolio – Defined by your mission, goals, time frame, financial resources, and tolerance for volatility/risk
- Portfolio Construction & On-going Management – Evidence-based research is the foundation for the disciplined implementation of sound fundamental investment principles
- Reporting – We provide comprehensive and understandable quarterly performance reporting with online account access
As your Co-Fiduciary Chief Investment Officer we function as an extension of your board, focusing on achieving your investment goals without conflicting loyalties.