Wealthy
Families

Endowments
& Foundations

WEALTHY FAMILIES

ENDOWMENTS & FOUNDATIONS

Wealthy individuals and families represent a significant portion of Offit Capital clients – a reflection of our family-based business that treats clients as family and fosters long-term, multi-generational relationships. As a result, we have developed a very clear and disciplined approach to managing their investment needs while providing an unrelenting commitment to service.

Offit Capital offers a dedicated practice focused on serving a range of Endowments and Foundations – from large established institutions to small, private organizations often formed by our wealthy clients.

Our family-based business treats our clients as family,
fostering long-term, multi-generational relationships.

We offer clients a flexible approach to customized investment management, with the ability to:

Engage

Each client engagement is spearheaded by one of our senior client advisory partners who ensures the client’s investment needs are addressed effectively and comprehensively.

Collaborate

This includes overseeing the development of customized portfolios, bringing to bear the full weight of the firm’s expertise through our collaborative team approach, and often working with our clients’ legal, tax, insurance, financial and philanthropic advisors, to ensure a holistic approach to overall wealth management.

Communicate

Our client relationships are characterized by a singular emphasis on open dialogue and transparency. It’s our business to know what our clients’ needs are and what keeps them up at night. Our client service professionals are in constant communication with our clients, providing accessibility on a 24/7 basis.

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Chief Investment Officer Functions and Customized Portfolio Management Activities Include:

  • Establish an investment policy statement that incorporates clear goals, objectives and constraints; addressing all relevant tax and trust and estate considerations
  • Review all existing holdings and develop an asset allocation program reflective of our recommendations and each client’s investment objectives
  • Construct customized investment portfolio with an emphasis on transparency, liquidity, costs and tax efficiency, while evaluating additional wealth creation opportunities
  • Identify investment managers and products from the firm’s approved list to include in client portfolios
  • Provide ongoing portfolio monitoring and surveillance, rebalancing and modifying holdings where appropriate to optimize long-term returns
  • Work closely with clients other key advisors ensuring best holistic wealth outcomes
  • Provide timely, consolidated, fully-reconciled monthly performance and attribution reporting

We offer centralized, strategic investment oversight for portfolio construction and administration support, tailored to the nuanced needs of each organization.

We offer clients a flexible approach to customized investment management, with the ability to:

Act

As Outsourced Chief Investment Officer on a discretionary basis with full fiduciary authority

Provide

Consulting services to an organization’s investment committee on a non-discretionary basis

Deliver

a tailored solution that combines a select set of advisory and/or investment services

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Chief Investment Officer Functions and Customized Portfolio Management Activities Include:

  • Establish an investment policy statement that incorporates clear goals, objectives and constraints for each institution, working collaboratively with Investment Committees and other board fiduciaries, where appropriate
  • Build customized, global, multi-asset class investment portfolios
  • Diligence legacy managers and products and recommend new managers, consistent with each client’s asset allocation objectives
  • Offer proactive and rigorous ongoing diligence and monitoring, re-balancing and adjusting portfolios where necessary to achieve optimal long-term performance
  • Work closely with each institution to provide value and guidance concerning governance and related best practices
  • Assist CFOs and other professionals on a wide range of finance-related issues
  • Provide timely, consolidated, fully-reconciled monthly performance and attribution reporting