Our Approach

We believe the way endowment management is practiced at the largest and most successful U.S. universities is very different from the approach used by most non-profits and other investors with pools of capital of less than $1 billion, with smaller institutions typically underperforming by significant margins. Our team's deep experience, which includes managing one of the largest and most successful U.S. university endowments, uniquely qualifies us to bring these sophisticated strategies to Ocean Endowment Partners' clients.

To maximize value, diversification, and risk-adjusted returns for our clients, we employ a blend of long-term strategic asset allocation, shorter mid-term allocation shifts based on current valuations and opportunities, and an opportunistic approach to selecting experienced specialist investment managers across all major asset classes.