Endowments & Foundations
Anchored in Community.
Designed for Scale.
We partner with purpose-driven institutions, including endowments, private foundations, and community-based organizations, to build long-term financial strength. Whether you are launching your endowment or scaling one already in motion, we bring institutional discipline, values alignment, and a full-service OCIO model tailored to your evolving needs.
Built Different. Built for You.
Your capital is more than a balance sheet. It is a vehicle for resilience and long-term impact. We serve as an extension of your team, helping you steward your endowment so you can stay focused on your mission.
Investment Strategies Aligned with Your Mission
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A Fiduciary Partner with Transparency
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Governance Support
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Institutional-Grade Investment Management
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An Ecosystem to Grow With
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Start. Manage. Grow.
We meet you where you are and walk with you every step of the way.
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Launch with structure, alignment, and confidence. We design your governance model, build your Investment Policy Statement, align your board, and refine messaging for early donors so your endowment begins with intention and trust.
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As your Outsourced CIO, we bring discipline and transparency to the investment process. We manage the portfolio, provide performance and liquidity reporting, oversee compliance and risk, and keep your board well informed so you can focus on your mission.
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Endowments are engines for impact, and we help you scale them. We design and support growth strategies,, and craft donor stories that connect mission with results. With the right tools and thoughtful planning, we support your endowment for long-term strength.
Partner Spotlight
Empowering Long-Term Impact
We partnered with one of the largest humanitarian relief organizations in the United States, serving communities in more than 40 countries, to design and implement an enduring, mission-aligned endowment. Together, we built the infrastructure, governance, and investment framework to grow a resilient source of long-term funding rooted in their values and strategic vision.
Working with OneWell has fundamentally elevated how we approach our endowment. Their team brings investment excellence and a deep understanding of our organizational priorities. It is rare to find a partner that understands both our mission and the mechanics of institutional investing