For Foundations & Non Profits

At Vincimus Capital, we understand the unique investment challenges and responsibilities faced by foundations and non-profit organizations. Our outsourced chief investment officer (OCIO) services are designed to provide comprehensive investment management solutions, enabling you to focus on your core mission while ensuring your investment portfolio is expertly managed and aligned with your financial objectives.

We recognize that every foundation and non-profit has unique circumstances and requirements. Our OCIO services are highly customizable, allowing us to tailor our approach to meet your specific needs. Whether you require assistance with investment policy development, asset allocation, manager selection, or comprehensive portfolio management, we have the expertise and resources to deliver tailored solutions that align with your goals.

Foundation & NPO Advisory Services

  • Policy Development

    We recognize that every foundation and non-profit has distinct investment goals, risk tolerances, and operational constraints. Our experienced team works closely with you to develop a customized investment policy statement that reflects your organization's specific needs and objectives. This policy serves as the guiding framework for all investment decisions, ensuring a consistent and disciplined approach to portfolio management.

  • Investment Management

    As your outsourced chief investment officer, we assume full responsibility for the ongoing management and oversight of your investment portfolio. Our services include:

    • Strategic asset allocation and portfolio construction

    • Manager due diligence and selection

    • Risk management and portfolio monitoring

    • Performance measurement and reporting

    • Investment policy compliance and governance

    By outsourcing your investment management needs to our dedicated team, you can free up internal resources and focus on your organization's core mission, secure in the knowledge that your investment portfolio is in capable hands.

  • Institutional-Grade Expertise

    Our outsourced chief investment officer (OCIO) services are backed by a team of seasoned investment professionals with deep expertise in asset allocation, manager selection, and portfolio construction. We leverage our institutional-grade resources and rigorous investment process to construct diversified portfolios that are designed to achieve your long-term financial goals while mitigating risk.