Institutional Investment Management

Investment Management and Governance Support for Nonprofit Organizations

Capital Advisors serves as an Outsourced Chief Investment Officer (OCIO) for community nonprofits, foundations and endowments. We provide comprehensive support for the executives, trustees, and volunteer boards who lead these organizations to help them fulfill their fiduciary obligations and deliver on long-term financial commitments. In addition to strategic investment management, we provide access to attorneys, accountants, and financial planners with deep expertise in issues specific to nonprofit governance. For over 45 years, we have partnered with nonprofit organizations to help them align their resources with their missions.

Key Benefits

Full Fiduciary Partnership

We act as a discretionary fiduciary, taking responsibility for investment decisions, risk management, reporting, liquidity management, and governance support.

Custom Portfolio & Spending Alignment

Portfolios are tailored to your specific spending policy, liquidity requirements, and risk tolerance.

Full Transparency

We focus on public markets to enable daily valuation and timely reporting while reducing fees, simplifying record keeping, and eliminating capital calls and lockups.

Low Cost

We eliminate fees to third-party advisors by managing your investments in-house for a single, flat fee.

Risk Management

Ongoing stress testing, rebalancing, and scenario modeling help protect against downside risk and informs spending policy choices.

Governance Support

Direct access to experienced professionals for guidance on issues specific to nonprofits in the realms of legal, compliance, tax, and financial planning.