Investment Strategies Built to Advance Your Mission

Wealthspire Institutional serves as a true investment partner for endowments and foundations, bringing tailored and purpose driven solutions, rigorous research, governance expertise, and deep commitment to the organizations we serve.

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A Partnership for Enduring Missions

Endowments and foundations face a distinct set of challenges: staff turnover, limited in-house resources, and pressure to control operational costs while generating long-term results that sustain the mission.

Wealthspire Institutional understands the governance dynamics, stakeholder pressures, and long-term obligations that make nonprofit investment management uniquely demanding. We bring decades of experience serving all types of nonprofit organizations, including educational institutions, healthcare systems, community foundations, religious organizations, charitable service organizations, and membership associations, operating as a true extension of your board, committee, and staff.

How We Work Together

Your investment strategy should serve your mission. We build programs aligned with your organization's unique purpose, ensuring every allocation decision advances your long-term objectives while protecting the portfolio's ability to sustain distributions over time.

We work as a true extension of your investment committee, attending meetings, preparing materials, facilitating productive conversations, and helping build the structure that makes your committee more effective over time.

We build diversified, institutionally structured portfolios designed to meet your spending needs, manage risk across market cycles, and generate the long-term returns your mission depends on, including access to alternative investments for organizations with appropriate mandates.

We benchmark your portfolio against peer organizations, giving your committee an objective view of how your program compares and where opportunities exist to improve.

We help your organization think through spending needs, distribution requirements, and liquidity constraints so your investment strategy supports operational realities, not just long-term return targets.

Our organizations that want to delegate more fully, our OCIO services gives Wealthspire Institutional discretionary management authority, taking accountability on our side. We select and terminate managers, make proactive asset allocation decisions, and take day-to-day portfolio responsibility. You stay informed and engaged without being burdened by operational details.

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Ready to Explore a Partnership?

Our advisors have decades of sophisticated expertise managing the investment complexities of mission-driven organizations. Get in touch to learn more.

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Frequently Asked Questions

We work with a wide range of nonprofit organizations, including but not limited to educational institutions, healthcare systems, community foundations, religious organizations, charitable service organizations, and membership associations. We serve organizations across the spectrum, from emerging endowments to established institutions managing long-term portfolios.
In an advisory relationship, Wealthspire Institutional makes recommendations and your investment committee reviews and approves each decision. In an OCIO relationship, you delegate day-to-day investment implementation to us. We take on discretionary management authority, selecting and terminating managers and making asset allocation decisions on your behalf. Your committee stays informed and engaged in the strategy, without carrying the operational burden of approving each individual decision.
We provide continuity, institutional memory, and onboarding support whenever committee composition changes, so your investment program maintains momentum.
We have deep experience building portfolios that incorporate environmental, social, and governance considerations alongside financial objectives. We work with each organization to understand what alignment means for them.