EndowBridge® Capital serves as an outsourced CIO (OCIO) investment manager to help small to mid-sized non-profits by improving their investment options. We use globally diversified, multi-asset, index fund portfolios that aim to deliver long-term, superior, endowment-like risk-adjusted returns, WITHOUT any alternative assets, lockups, leverage, or risk of redemption gates. Ultra low fee, separately managed accounts provide full transparency, daily liquidity, and client safety. Our solution can serve as a liquid core portfolio holding that coexists alongside existing active and/or alternative managers, thereby increasing the efficiency of the in-house investment team (reducing the scope of due diligence burdens and facilitating transition management). It could also serve as a complete solution or to diversify other outsourced CIO (OCIO) managers. We were formerly named IvyBright Capital. www.endowbridge.com
EndowBridge® Capital serves as an outsourced CIO (OCIO) investment manager to help small to mid-sized non-profits by improving their investment options. We use globally diversified, multi-asset, index fund portfolios that aim to deliver long-term, superior, endowment-like risk-adjusted returns, WITHOUT any alternative assets, lockups, leverage, or risk of redemption gates. Ultra low fee, separately managed accounts provide full transparency, daily liquidity, and client safety. Our solution can serve as a liquid core portfolio holding that coexists alongside existing active and/or alternative managers, thereby increasing the efficiency of the in-house investment team (reducing the scope of due diligence burdens and facilitating transition management). It could also serve as a complete solution or to diversify other outsourced CIO (OCIO) managers. We were formerly named IvyBright Capital. www.endowbridge.com