Our vision is to make a difference in the world, first by bringing world-class investment management to more investors, and second, by effecting positive change to the culture of finance and investment management through our values and operating principles.
We chose the name “Ocean” to convey the concept that tiny drops of water pooled together can form a mighty force, “Endowment” to emphasize our long-term focus, and “Partners” to highlight our unique relationships with world-class clients, investment managers and service providers. By sharing a single Chief Investment Officer and endowment management company, our clients receive access to premier investments and experienced personnel not typically available in a cost-effective manner to any but the largest institutions.
Ocean Endowment Partners creates value by leveraging our deep investment experience to grow the financial assets of our clients, allowing organizations to more effectively steward their long-term capital, attract additional donations and support, and devote more resources toward achieving their missions. We are a values-led company that emphasizes communication, long-term relationships, transparency, and integrity.