Hirtle Callaghan was founded in 1988 to serve solely as an outsourced Chief Investment Officer (OCIO) and investment department to family groups and institutions that choose not to develop and pay for a world-class internal investment department. 

Today, our firm manages over $20 billion of legacy assets evenly divided between family and institutional clients. 

This is serious capital intended for educating our children, fighting disease, supporting the arts and providing for future generations. We know that managing these assets well means less ignorance and disease, more inspiration and security.


Hirtle Callaghan Company Overview

  • Pioneered the Outsourced Chief Investment Officer Model in 1988
  • Only Line of Business
  • >90¬†Professionals
  • 250 Client Relationships, Including:
    • Families
    • Endowments and Foundations
    • Healthcare Institutions
    • Pension Funds
    • Captive Insurance Companies
  • >$20 Billion of Assets Under Prescribed Discretion
  • Offices in New York, Philadelphia, Atlanta, Chicago, Phoenix, and Pittsburgh
  • Independently Owned
  • No Affiliations
  • Zero Conflicts of Interest
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