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.