Hirtle, Callaghan & Co. | 6,387 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Hirtle, Callaghan & Co. | 6,319 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.HIRTLE, CALLAGHAN & CO., LLC ( CRD # 105403/SEC#:801-32688 ) HIRTLE CALLAGHAN & CO INC, HIRTLE, CALLAGHAN & CO., LLC, HIRTLE CALLAGHAN & CO., LLC. The adviser's REGISTRATION status is listed below. Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any ... The most common Hirtle, Callaghan & Co. email format is [first_initial] [last] (ex. [email protected]), which is being used by 94.9% of Hirtle, Callaghan & Co. work email addresses. Other common Hirtle, Callaghan & Co. email patterns are [first]. [last] (ex. [email protected]). Hirtle, Callaghan & Co., LLC is a business that has its headquarters in Conshohocken, PA. The company has offices in seven locations and a total of 100 employees. It oversees $18 billion in assets under management among its 2,379 client accounts, placing it among the largest financial advisory firms in the United States by assets under management.Hirtle, Callaghan & Co. | 6,700 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,386 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Jan 3, 2022 · In August 2019, Stephen Vaccaro, Yale MBA ‘03, became the director of private equity at Hirtle, Callaghan & Co., LLC (HC), a leading investment management firm associated with pioneering the outsourced chief investment office (OCIO) model for college endowments, foundations, and wealthy families. Vaccaro, who would work under the guidance of ... Hirtle, Callaghan & Co. is an Investment Management, Brokerage, and Management Consulting company located in Conshohocken, Pennsylvania with $15.00 Million in revenue and 148 employees. Find top employees, contact details and business statistics at RocketReach. Established in 1988, Hirtle Callaghan & Co. is a West Conshohocken, Pennsylvania based investment management firm. The firm acts as an outsourced Chief Investment Officer and investment department serving family groups and institutions in the public equity, hedge funds, financial risk, operating risk, constituency risk, fixed income, and ... Hirtle, Callaghan & Co., also known as Hirtle Callaghan, is a financial advisor firm based out of West Conshohocken, Pennsylvania, though it has other offices throughout the U.S. The firm has a proprietary offering called the Chief Investment Officer program, which involves helping clients with all aspects of investment management.Hirtle, Callaghan & Co. | 6.500 seguidores no LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.HIRTLE, CALLAGHAN & CO., LLC Customer Relationship Summary – March 31, 2022 Hirtle, Callaghan & Co., LLC (the “Firm” or “Hirtle Callaghan”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. Brokerage and investment advisory services and fees differ and it is Hirtle Callaghan's annual revenues are $10-$50 million (see exact revenue data) and has 10-100 employees. It is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry.Feb 16, 2017 · We are thrilled that Dan is joining our team," added Jon Hirtle, co-founder and Executive Chairman of Hirtle Callaghan. About Hirtle Callaghan Hirtle Callaghan is a 21st century, global investment ... Hirtle, Callaghan & Co. | 6,378 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Feb 16, 2017 · We are thrilled that Dan is joining our team," added Jon Hirtle, co-founder and Executive Chairman of Hirtle Callaghan. About Hirtle Callaghan Hirtle Callaghan is a 21st century, global investment ... Hirtle, Callaghan & Co. | 6,378 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,336 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Report of Independent Registered Public Accounting Firm . To the Board of Trustees of . The Hirtle Callaghan Trust: We have examined management’s assertion, included in the accompanying Management Statement Regarding Compliance with Certain Provisions of the Investment Company Act of 1940, that The Growth Equity Portfolio, The Value Equity Portfolio, The Institutional Growth Equity Portfolio ... Hirtle, Callaghan & Co. | 6,336 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.HIRTLE, CALLAGHAN & CO., LLC Customer Relationship Summary – March 31, 2022 Hirtle, Callaghan & Co., LLC (the “Firm” or “Hirtle Callaghan”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. Brokerage and investment advisory services and fees differ and it isAt Hirtle callaghan, the highest paid job is a Director of Engineering at $167,700 annually and the lowest is an Admin Assistant at $45,040 annually. Average Hirtle callaghan salaries by department include: IT at $87,794, Operations at $82,419, HR at $90,868, and Customer Support at $59,000. Half of Hirtle callaghan salaries are above $111,519.Hirtle, Callaghan & Co. | 6,400 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Director at Hirtle, Callaghan & Co. Conshohocken, PA. Connect Susan H. McEvoy, CFP® Managing Director, Member of Management Committee at Hirtle, Callaghan & Co. ...Hirtle, Callaghan & Co. | 6,315 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle Callaghan and Co top competitors are Temple University Fox Fund, Brinker Capital and Glenmede Investment Management and they have annual revenue of $26.3M and 107 employees.Hirtle Callaghan also established several private investment vehicles for which it or a related person serves as general partner and/or investment manager. As of December 31, 2022, Hirtle Callaghan managed approximately $18,108,704,692 on a discretionary basis and approximately $3,656,497 on a non-discretionary basis.Established in 1988, Hirtle Callaghan & Co. is a West Conshohocken, Pennsylvania based investment management firm. The firm acts as an outsourced Chief Investment Officer and investment department serving family groups and institutions in the public equity, hedge funds, financial risk, operating risk, constituency risk, fixed income, and ... Hirtle, Callaghan & Co. | 6,688 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.The most common Hirtle, Callaghan & Co. email format is [first_initial] [last] (ex. [email protected]), which is being used by 94.9% of Hirtle, Callaghan & Co. work email addresses. Other common Hirtle, Callaghan & Co. email patterns are [first]. [last] (ex. [email protected]). Hirtle Callaghan & Co. Hirtle Callaghan & Co. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict ... -free business model. Established in 1988, Hirtle Callaghan & Co. is a West Conshohocken, Pennsylvania based investment management firm.America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict...-free business model. As an organization of Chief Investment Officers, Hirtle Callaghan sells no products.Portfolio Manager at Hirtle, Callaghan & Co. Denver, CO. Connect Wayne A. Brown Jr. Wayne, PA. Connect Claudia Ranieri Legal and Compliance Associate ... Hirtle, Callaghan & Co. | 6,389 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Hirtle, Callaghan & Co. May 2019 - Present4 years 4 months. Greater Philadelphia Area. Responsible for multi-billion dollar hedge fund and active equity programs at Hirtle Callaghan, the nation's ...The West End location of Hirtle Callaghan's new Minneapolis office (Photo: Business Wire) Image. Full Size. Small. Preview. Thumbnail. Left to right: Ben Park, Mike Casey, Jon Hirtle, Denise ...In August 2019, Stephen Vaccaro, Yale MBA ‘03, became the director of private equity at Hirtle, Callaghan & Co., LLC (HC), a leading investment management firm associated with pioneering the outsourced chief investment office (OCIO) model for college endowments, foundations, and wealthy families. At Hirtle callaghan, the highest paid job is a Director of Engineering at $167,700 annually and the lowest is an Admin Assistant at $45,040 annually. Average Hirtle callaghan salaries by department include: IT at $87,794, Operations at $82,419, HR at $90,868, and Customer Support at $59,000. Half of Hirtle callaghan salaries are above $111,519. Denver – Hirtle Callaghan. Contact Us Login. Who We Are Who We Serve Leadership Talent News & Research. 300 Barr Harbor Drive. Fifth Floor. West Conshohocken, PA 19428. Who We Are. Investment Leadership Award. Who We Serve. 51 to 200 Employees. Type: Company - Private. Industry: Investment & Asset Management. Revenue: $5 to $25 million (USD) Competitors: Unknown. Once you have some serious money, you have to get over the hurdle of figuring out how to keep it, and that's where Hirtle, Callaghan & Co. hurtles into the picture. Hirtle Callaghan further represents that it is subject to a written code of ethics complying with the requirements of Rule 204-A-1 under the Investment Advisers Act (“Hirtle Callaghan’s Integrity Policy”), compliance procedures required by Rule 206(4)-7 under the Investment Advisers Act, and Rule 38a-1 under the Investment Company Act and ... Hirtle, Callaghan & Co. | 6,388 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6.500 seguidores no LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,495 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Portfolio Manager at Hirtle, Callaghan & Co. Denver, CO. Connect Wayne A. Brown Jr. Wayne, PA. Connect Claudia Ranieri Legal and Compliance Associate ... Hirtle, Callaghan & Co. | 6,386 من المتابعين على LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. HIRTLE, CALLAGHAN & CO., LLC ( CRD # 105403/SEC#:801-32688 ) HIRTLE CALLAGHAN & CO INC, HIRTLE, CALLAGHAN & CO., LLC, HIRTLE CALLAGHAN & CO., LLC. The adviser's REGISTRATION status is listed below. Investment adviser firms registered with the SEC may be required to provide to state securities authorities a copy of their Form ADV and any ... Hirtle, Callaghan & Co., also known as Hirtle Callaghan, is a financial advisor firm based out of West Conshohocken, Pennsylvania, though it has other offices throughout the U.S. The firm has a proprietary offering called the Chief Investment Officer program, which involves helping clients with all aspects of investment management. Hirtle, Callaghan & Co. | 6,407 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.At Hirtle callaghan, the highest paid job is a Director of Engineering at $167,700 annually and the lowest is an Admin Assistant at $45,040 annually. Average Hirtle callaghan salaries by department include: IT at $87,794, Operations at $82,419, HR at $90,868, and Customer Support at $59,000. Half of Hirtle callaghan salaries are above $111,519.Hirtle, Callaghan & Co. | 6,372 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,432 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Portfolio Manager at Hirtle, Callaghan & Co. Denver, CO. Connect Wayne A. Brown Jr. Wayne, PA. Connect Claudia Ranieri Legal and Compliance Associate ...Hirtle, Callaghan & Co. | 6,420 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Bill is a Director at Hirtle Callaghan & Co. and co-leads the Family Portfolio Management Group for the firm. As a Senior Portfolio Manager, Bill is an expert in investment planning, asset ... Hirtle, Callaghan & Co. | 6,495 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Founded Date 1988. Founders Don Callaghan. Operating Status Active. Investor Type Private Equity Firm. Investment Stage Late Stage Venture, Private Equity. Phone Number 800-242-9596. Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.The estimated total pay for a Portfolio Management Analyst at Hirtle Callaghan is $112,371 per year. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. The estimated base pay is $89,337 per year.Hirtle Callaghan Opens Offices in Scottsdale and Minneapolis WEST CONSHOHOCKEN, Pa.--(BUSINESS WIRE)--Hirtle Callaghan, one of America’s largest independent investment offices and recognized pioneer of the fast-growing OCIO service model (Outsourced Chief Investment Officer), has opened new offices in Scottsdale, AZ and Minneapolis, MN.Hirtle, Callaghan & Co. | 6,470 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Hirtle Callaghan charges a percentage -based advisory fee on assets under management. Fees are calculated in accordance with the fee schedule outlined in your written client agreement and are generally charged monthly. There are typically breakpoints in the fee s chedule, which reduce the percentage fee rate, although generally as your assetsHirtle Callaghan charges a percentage -based advisory fee on assets under management. Fees are calculated in accordance with the fee schedule outlined in your written client agreement and are generally charged monthly. There are typically breakpoints in the fee s chedule, which reduce the percentage fee rate, although generally as your assetsHirtle, Callaghan & Co. | 6,470 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.We are thrilled that Dan is joining our team," added Jon Hirtle, co-founder and Executive Chairman of Hirtle Callaghan. About Hirtle Callaghan Hirtle Callaghan is a 21st century, global investment ...Hirtle, Callaghan & Co. | 6,347 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Director at Hirtle, Callaghan & Co. Conshohocken, PA. Connect Susan H. McEvoy, CFP® Managing Director, Member of Management Committee at Hirtle, Callaghan & Co. ... A seven-person advisory team has left Wells Fargo’s Abbot Downing unit to join Hirtle Callaghan, a Philadelphia-based registered investment advisor that manages $17.8 billion in client assets ...Report of Independent Registered Public Accounting Firm . To the Board of Trustees of . The Hirtle Callaghan Trust: We have examined management’s assertion, included in the accompanying Management Statement Regarding Compliance with Certain Provisions of the Investment Company Act of 1940, that The Growth Equity Portfolio, The Value Equity Portfolio, The Institutional Growth Equity Portfolio ...Today, Hirtle Callaghan is a 21st Century investment institution known for its professional, client-centric culture and its conflict-free business model. Hirtle Callaghan serves as a fully resourced, sophisticated investment office that prides itself on selling no products. Rather, it serves as its clients’ advocate in the complex investment ...Hirtle, Callaghan & Co. | 6,407 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co. | 6,315 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Hirtle, Callaghan & Co. | 6,387 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Hirtle, Callaghan & Co. Apr 2014 - Present9 years 5 months. Conshohocken, PA. Hirtle Callaghan was founded in 1988 to serve solely as an outsourced Chief Investment Officer and investment staff to ... Hirtle, Callaghan & Co. | 6,423 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.The most common Hirtle, Callaghan & Co. email format is [first_initial] [last] (ex. [email protected]), which is being used by 94.9% of Hirtle, Callaghan & Co. work email addresses. Other common Hirtle, Callaghan & Co. email patterns are [first]. [last] (ex. [email protected]). Report of Independent Registered Public Accounting Firm . To the Board of Trustees of . The Hirtle Callaghan Trust: We have examined management’s assertion, included in the accompanying Management Statement Regarding Compliance with Certain Provisions of the Investment Company Act of 1940, that The Growth Equity Portfolio, The Value Equity Portfolio, The Institutional Growth Equity Portfolio ... The Trust is an open-end, diversified, series, management investment company registered under the Investment Company Act of 1940, as amended (“Investment Company Act”). Hirtle, Callaghan & Co., Inc. (“Hirtle Callaghan”) serves as the overall investment adviser to the Trust.A seven-person advisory team has left Wells Fargo’s Abbot Downing unit to join Hirtle Callaghan, a Philadelphia-based registered investment advisor that manages $17.8 billion in client assets ...The estimated total pay for a Portfolio Management Analyst at Hirtle Callaghan is $112,371 per year. This number represents the median, which is the midpoint of the ranges from our proprietary Total Pay Estimate model and based on salaries collected from our users. The estimated base pay is $89,337 per year.HIRTLE, CALLAGHAN & CO., LLC Customer Relationship Summary – March 31, 2022 Hirtle, Callaghan & Co., LLC (the “Firm” or “Hirtle Callaghan”) is registered with the U.S. Securities and Exchange Commission (“SEC”) as an investment adviser. Brokerage and investment advisory services and fees differ and it is
Bill is a Director at Hirtle Callaghan & Co. and co-leads the Family Portfolio Management Group for the firm. As a Senior Portfolio Manager, Bill is an expert in investment planning, asset ... . Used food trucks for sale under dollar5 000
Portfolio Manager at Hirtle, Callaghan & Co. Denver, CO. Connect Fred Nieuwland Chief Investment Officer bij Mars, Inc. Veghel. Connect Will Braman Senior Investment Advisor at Ballentine Partners ...Hirtle, Callaghan & Co. | 6,495 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.About. Jon is the Executive Chairman of Hirtle Callaghan. He also chairs the board of directors and serves on the Investment Policy Committee. Prior to founding Hirtle Callaghan in 1988, Jon ...Hirtle, Callaghan & Co. | 6,403 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle, Callaghan & Co., also known as Hirtle Callaghan, is a financial advisor firm based out of West Conshohocken, Pennsylvania, though it has other offices throughout the U.S. The firm has a proprietary offering called the Chief Investment Officer program, which involves helping clients with all aspects of investment management. Hirtle, Callaghan & Co. | 6,378 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Hirtle Callaghan & Co. is a hedge fund company based in West Conshohocken, PA. They operate 17 private funds and have approximately $22.65 billion in total assets under management (AUM). You can view more information on Hirtle Callaghan & Co. including private fund info, contact info, top management and executives, website, email addresses, and ...In August 2019, Stephen Vaccaro, Yale MBA ‘03, became the director of private equity at Hirtle, Callaghan & Co., LLC (HC), a leading investment management firm associated with pioneering the outsourced chief investment office (OCIO) model for college endowments, foundations, and wealthy families. Vaccaro, who would work under the guidance of ...Detailed Profile of HIRTLE CALLAGHAN & COMPANY LLC portfolio of holdings. SEC Filings include 13F quarterly reports, 13D/G events and more. Hirtle, Callaghan & Co. | 6,407 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Hirtle, Callaghan & Co. | 6,386 من المتابعين على LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. Hirtle, Callaghan & Co. | 6,495 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.The Trust is an open-end, diversified, series, management investment company registered under the Investment Company Act of 1940, as amended (“Investment Company Act”). Hirtle, Callaghan & Co., Inc. (“Hirtle Callaghan”) serves as the overall investment adviser to the Trust.Hirtle, Callaghan & Co. | 6,432 followers on LinkedIn. America's First Outsourced Chief Investment Officers Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.Founded Date 1988. Founders Don Callaghan. Operating Status Active. Investor Type Private Equity Firm. Investment Stage Late Stage Venture, Private Equity. Phone Number 800-242-9596. Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model. In August 2019, Stephen Vaccaro, Yale MBA ‘03, became the director of private equity at Hirtle, Callaghan & Co., LLC (HC), a leading investment management firm associated with pioneering the outsourced chief investment office (OCIO) model for college endowments, foundations, and wealthy families. Vaccaro, who would work under the guidance of ...Hirtle Callaghan was founded in 1988 to serve solely as an outsourced Chief Investment Officer and investment staff to institutions and families. As America's First Outsourced CIO, we have ....