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. Our aim is to function as an extension of staff for each institution we serve through a strong partnership with our clients. 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.