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Outsourced Chief Investment Officer | Appomattox
Home2023-11-30T15:18:24+00:00

Outsourced Chief
Investment Officer

Outsourced Chief
Investment Officer

We build and manage multi-asset resilient portfolios across the spectrum of private capital strategies and sectors.

Endowment, Foundation, Retirement Plan
& Family Office OCIO

Outsourced Chief Investment Officer (OCIO) for Endowments and Foundations

Welcome to Appomattox. We are dedicated to excellence in service, providing customized multi-asset resilient portfolio solutions as an outsourced investment management office partnering with endowments and foundations, retirement plans as well as institutional caliber family offices. Our investment team specializes in sourcing best-in-class alternative investment managers across the spectrum of private capital strategies and sectors.

Why Appomattox?

Strong client partnerships

Strong partnerships with endowment and foundation clients

We take a holistic approach to managing institutional portfolios; our team is fully aligned with meeting our clients’ objectives throughout our longstanding partnerships covering customized multi-asset investment management and governance solutions. Our team is proud to provide a high standard of responsive and proactive service as an outsourced chief investment officer. Clients rely on us heavily to support their varied needs and we strive to exceed expectations.

We take a holistic relationship approach; our team is fully aligned with meeting our clients’ objectives throughout our longstanding partnerships covering customized investment and governance solutions. Our team is proud to provide a high standard of responsive and proactive service as an outsourced investment office. Clients rely on us heavily to support their varied needs and we strive to exceed expectations.

Deep hands-on market experience within alternative investments

Deep hands-on market experience within alternative investments

Our investment team’s expertise reflects a sophisticated understanding of risks management from granular to macro levels: business/industry, investment products, global markets, and idiosyncratic risks. Clients benefit from our differentiated background in trading and running derivatives desks.

Our investment team’s expertise reflects a sophisticated understanding of risks from granular to macro levels: business/industry, investment products, global markets, and idiosyncratic risks. Clients benefit from our differentiated background in trading and running derivatives desks.

Dynamic focus on building actively managed global resilient portfolios

Dynamic focus on building actively managed global resilient portfolios

Our longstanding relationships are a function of overall portfolio management success as well as the high caliber client service we provide. Our focus on creating resilient portfolios features reflect emerging and diverse fund managers, in addition to ESG and impact funds, where we have held a pioneering role. Our value proposition reflects a focus on forward-looking views, positioning, monitoring, and adjusting client portfolios to handle risk and optimize resilience.

Our longstanding relationships are a function of overall portfolio management success as well as the high caliber client service we provide. Our focus on creating resilient portfolios features reflect emerging and diverse fund managers, in addition to ESG and impact funds, where we have held a pioneering role. Our value proposition reflects a focus on forward-looking views, positioning, monitoring, and adjusting client portfolios to handle risk and optimize resilience.

Differentiated by a sophisticated understanding of risk and return

We are proud of our entrepreneurial culture and exceptional level of reliability that permeates the team. Our people serve in an important stewardship role for our clients. We deeply appreciate the level of trust from our clients.

Susan Webb, Founder, President & CIO

We are proud to spotlight announcements and thought leadership.

We are proud to spotlight announcements and thought leadership

Appomattox Advisory, Inc.

551 Fifth Avenue, Suite 2600
New York, NY 10176

© 2024 Appomattox Advisory, Inc. All rights reserved.

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Appomattox Advisory, Inc.

551 Fifth Avenue, Suite 2600
New York, NY 10176

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