Services

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