Services
Hirtle Callaghan custom designs complete, fiduciary quality investment solutions for family groups and institutions through North America and around the world.
Our investment philosophy creates globally diversified, multi-asset class portfolios built around a team of independent specialist money managers and relies heavily on a proprietary process of allocating capital among those managers.
Some of the professional capabilities required to build and execute these programs are listed below.
- Investment Planning (This includes sophisticated modeling capabilities across all global asset classes)
- Transition Management
- Custodian Selection and Supervision
- Active Risk Management and Capital Allocation
- Money Manager Search, Compliance Review, and Supervision
- Reporting and Client Education