Agility has provided Outsourced CIO services to a select group of endowments, foundations, and family offices since inception in 2007. Led by six partners with over 150 years of collective investment experience, our team works closely with a limited number of clients to develop and execute customized investment solutions. By providing the dedicated resources, expertise, and daily oversight that prudent management of long-term assets demands, we strive to make each client feel as if it has its own in-house investment team. 

We founded Agility on a few simple ideas that remain the core tenets of our investment philosophy today: collaborative decision-making; multi-manager, multi-asset class portfolio construction; customized asset allocation; and rigorous due diligence on each investment. These ideas form the basis of our approach to everything we do – from manager selection and portfolio construction to operational due diligence and risk management. 

Please visit our website to learn more about Agility's services or to contact a member of our team. 

Assets are managed by Perella Weinberg Partners Capital Management LP ("Agility"). The information provided here is for general informational purposes only. Nothing contained in our social media account constitutes investment, legal or tax advice, or an offer or recommendation to buy, sell or hold any securities. Dated content speaks only as of the date indicated, and forward-looking statements are subject to risks and uncertainties. 


Outsourcing

Investment Management

Agility Outsourced Chief Investment Officer

Brad Edson

Trey Thompson

Kent Muckel

Annette Narans

Colton Eicher

Frances Ni

The Leadership Team at Agility Outsourced Chief Investment Officer is composed of senior professionals who guide the strategic direction and oversee the execution of customized investment solutions for clients. This team leverages their extensive experience to ensure collaborative decision-making, rigorous due diligence, and effective portfolio management. They are responsible for setting the firm's investment philosophy, managing key client relationships, and maintaining operational excellence.

Leadership Team

Finance and Investment

Portfolio Management and Accounting Team

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Leadership Team

About

Team members

Other teams at Agility Outsourced Chief Investment Officer

Finance and Investment

Portfolio Management and Accounting Team

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Leadership Team

About

Team members

Other teams at Agility Outsourced Chief Investment Officer

Finance and Investment

Portfolio Management and Accounting Team

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