We bring the same relentless curiosity and high standards as the visionary clients who inspire us.
At OneWell, we serve values-driven endowments, foundations, and families who view capital as a means to meaningful outcomes.
Built Different
We bring deep conviction, sharp discipline, and a relentless commitment to excellence. It is a high-integrity model, built for those who expect more and are serious about lasting impact.
What Makes
Us Distinct.
Investment Excellence
with Depth and Discipline
We deliver institutional-grade investment portfolios tailored for evolving needs and long horizons. We combine strategic asset allocation, proprietary public and private market strategies, and disciplined execution to compound capital over time. Our approach is rooted in your risk, liquidity, and mission requirements.
Values-Aligned by Design
Your investments should reflect your values, not compromise them. Whether your priorities are ethical, values-based, or impact-oriented, we build alignment from the ground up, integrating those priorities into manager selection and portfolio construction. We do not retrofit values into existing portfolios. We start with them.
Integrated Advice
We coordinate your full financial picture, from investments to estate, tax, and philanthropic planning, through our Trusted Wealth Network. You get an integrated team,a cohesive strategy, and one point of accountability designed around you. No silos. Just clarity, continuity, and care.
Built on Intelligent Infrastructure
We embed technology across our platform to eliminate friction, accelerate decisions, and enhance transparency. From custom dashboards to real-time performance analytics, our tools give you and your stakeholders visibility and confidence. Tech that empowers. Not overwhelms.
A Community of
Purpose and Impact
Our clients are more than portfolios. They are part of a movement. OneWell brings together institutions and families committed to thoughtful stewardship and lasting impact. We create space for shared learning, peer collaboration, and unlocking new opportunities across our network. Together, we go further.
Endowments
& Foundations
We help mission-driven institutions turn capital into staying power. From building an endowment from the ground up to stewarding a mature investment pool, our OCIO model provides the discipline, flexibility, andgovernance to deliver on your purpose.
Private Clients & Family Offices
We work with families navigating complex wealth, liquidity events, generational planning, and everything in between. Whether you are building a family office or refining your strategy, we bring discretion, depth, and enduring perspective.
Lead the change in values-driven investing.
Partner with people who share your values.
