Strategic Investment Partnerships for Institutions

Wealthspire Institutional brings more than three decades of experience to servicing retirement plan sponsors, endowments and foundations, and financial institutions. Whether you need advisory services or full OCIO delegation, we have the depth, team, and resources to deliver.

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Here to Help You Prosper 

We are passionate about helping our clients achieve their goals through a deep understanding of governance, fiduciary obligation, stakeholder dynamics, and the long-term nature of institutional portfolios.

Wealthspire's institutional advisory team draws on decades of experience serving mission-driven organizations and retirement plan sponsors, combining sophisticated investment capabilities with hands-on partnership to act as a true extension of your committee, board, and staff.

Who We Serve

Fiduciary investment solutions helping plan sponsors meet their obligations with confidence while building a program that helps participants achieve their goals. Our investment advisors deliver innovative strategies with a goal to help reduce expenses, improve performance, and help satisfy your fiduciary responsibilities.
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Investment services built around your mission, your governance structure, and your long-term obligations. We operate as your investment office, going well beyond investment management to serve as your long-term strategic partner grounded in practical research and stewardship oversight.
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Whether you are a growing RIA looking to strengthen your research capabilities, a breakaway team building investment infrastructure from scratch, or an aggregator platform looking to attract and retain advisory talent, Wealthspire offers a straightforward way to elevate your offering. We provide OCIO support, institutional-grade research, and portfolio-level guidance to foster a collaborative and consultative partnership.
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Your Mission Deserves a Committed Partner

Explore a strategic partnership with Wealthspire.

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Frequently Asked Questions

In a traditional advisory relationship, the advisor makes recommendations and the committee approves each decision. With an OCIO solution, day-to-day investment implementation is delegated to Wealthspire Institutional. This includes selection and termination of managers and strategies, asset allocation adjustments and administrative and management responsibilities.
We attend committee meetings, prepare materials, provide market context, and help facilitate productive governance conversations through our Fiduciary Governance Calendar. We aim to function as a member of your internal team.
We serve all organization types, including corporate, nonprofit, union, and municipalities.
Yes. Beyond governance and investment support for the committee, we provide financial education, coaching, and digital tools that help employees engage meaningfully with their retirement plan.
Yes. Our fiduciary commitment is unconditional across every institutional advisory relationship.