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 and customized multi-asset portfolio solutions as an outsourced investment 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 partnerships with endowment and foundation clients

Strong partnerships with endowment and foundation clients

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.

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 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.