Trust, but verify.

We act as stewards for our clients. As an extension of investment committees and boards, we are deeply committed to responsive conflict-free engagement, focusing on big picture portfolio oversight, hands-on investment decisions, reporting and compliance, enabling our clients to focus on their own missions and professional objectives. Among Appomattox clientele, our team proudly partners with foundations serving several types of underlying missions including art, music and education.

Our Services

As an Outsourced Chief Investment Officer (OCIO), we build and manage customized portfolios across the spectrum of private capital strategies and sectors.