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.

Optimize Solutions

Identify and address the optimal
solution for each client.

Provide Guidance

Provide guidance on strategic
governance, incorporating board, investment
committee and staff.

Evaluate Goals & Needs

Evaluate client goals and needs, including developing the Investment Policy Statement.

Navigate ESG & DEI Principles

Navigate ESG and DEI principles,
leveraging expertise in emerging and diverse
fund managers.

Develop Strategic Asset Allocation

Develop strategic asset allocation
to optimize resilience.

Identify & Select Managers

Identify and select managers,
conducting robust due diligence.

Construct

Construct dynamic global portfolios integrating client objectives and constraints against investment and market themes.

Implement Ongoing Monitoring

Implement ongoing monitoring and
dynamic risk management.

Re-Allocate & Re-position

Opportunistically re-allocate and
re-position for portfolio resilience.

Appomattox’s holistic approach

Appomattox’s holistic approach

Facing an increasingly complex investment environment, institutional investors benefit from Appomattox’s holistic approach. Each one of our services is customized to meet the institution’s needs and objectives. We navigate a myriad of challenges, complementing our clients’ internal talent and initiatives.

Complementing internal talent and structure of our clients.

  • Our processes are proactive, client-driven and rooted in a culture of excellent service.

  • We are transparent and accountable for our results throughout each unique relationship.

  • Our conflict-free structure facilitates mutual alignment in how we work with our clients vs. OCIOs affiliated with large consulting firms and financial institutions.

Asset Class Expertise

Appomattox specializes in private capital strategies and sectors

Our strengths reflect the investment team’s hands-on background in alternative investment strategies including derivatives, ESG and Opportunistic Credit. We are particularly proud of our mandates focused on Emerging and Diverse Fund Managers. Our investment team’s deep risk assessment experience and forward-looking portfolio approach is a key edge as an OCIO for actively managed global resilient portfolios.