Institutional Capital Simplified
Deploying large amounts of capital can be overwhelming. We come alongside the leadership teams of Christian organizations to develop an investment process that aligns with their worldview and serves their stakeholders. We typically do this in three ways but are happy to tailor our services to fit an organization’s needs.
Our Practice Areas
Investment Committee Consulting
We most commonly act as an advisor to the investment committees of faith-based endowments, non-profits and universities. In addition to providing asset allocation recommendations, we assist in selecting managers across those asset classes and provide clean, concise performance reporting.
Outsourced Chief Investment Officer
Our OCIO services are similar to our Investment Committee Consulting, except that when we act as an OCIO we make investment decisions on behalf of our clients, further streamlining the process and reducing the time it takes to implement or augment an investment strategy.
Fund Performance Reporting
Even when we don’t assist clients with allocation and manager selection, we are happy to leverage our software tools to provide them with quarterly and annual reporting to ensure the transparency of their own investment decisions.