Benefits of Outsourced CIO

Edgehill is your fully outsourced investment office providing discretionary management. We work with the board and senior leadership to develop investment guidelines and asset allocation that reflect your institution’s financial objectives and risk profile.  We form strong partnerships with our clients, functioning as an extension of the staff of each institution. As needed, we support the adoption of state-of-the-art practices in finance, accounting and investment reporting. We bring to our clients the experience and perspective of two Managing Partners who have each guided endowments and foundations for 25 years.