Wealth management has always been characterized by great personal service and mediocre investment solutions, while institutional asset management has always been characterized by the opposite - great investment solutions with mediocre personal service. We want to capture the best of those two worlds - great service alongside great solutions.
We want every client to receive our best answer to their specific challenge. Consequently, every solution is developed at the home office. Just as important, however, we believe that investing is primarily a human rather than a technical challenge. It is easier to know what to do than to do it consistently. Humans need the confidence that comes from trust in a dedicated professional if they are to invest successfully over the long run. Our answer to this bifurcated challenge is "central solutions and local delivery."
Because we are the oldest and largest of the outsourced investment department firms, our central solutions are developed by a professional staff with the most breadth, depth and experience in the industry. Hirtle Callaghan expertise covers everything from global investment strategy and capital allocation to risk management, from transition management to compliance, from money manager search and supervision to tax loss harvesting, from private equity programs to hedge fund evaluation.
We have a long history of complementing the high quality of our investment solutions with dedicated personal service through our headquarters near Philadelphia and our regional offices in Atlanta, Boston, Chicago, New York, Phoenix and Pittsburgh. Great service is built into our culture. As articulated in our first corporate value, "We exist to serve our clients." We strive to know our clients and to actively advocate their interests in the investment marketplace. We serve them with loyalty, empathy, responsiveness, discretion and a positive professional attitude. We work diligently to earn their trust and confidence and never do anything to jeopardize either."