Advisory Services

For select clients who prefer a customized model for their endowment management, we offer Outsourced Chief Investment Officer, Consulting, and Advisory Services designed to meet their unique requirements. Depending on an individual institution's needs, we provide customized asset allocation, manager selection, and risk and liquidity management services, and work closely with staff, Investment Committees, and Boards of Trustees. In addition to comprehensive solutions, we can leverage our significant experience in individual asset classes to create a focused portfolio. We believe our unique background and experience at Stanford Management Company significantly differentiates our approach, investment manager access, and due diligence network from other consultants and service providers.