America's First Outsourced Chief Investment Officers
 
Hirtle Callaghan is a 21st century investment institution known for its professional, client-centric, performance-driven culture and its conflict-free business model.  As an organization of Chief Investment Officers, Hirtle Callaghan sells no products.  Rather, the firm uses collective purchasing power and aggregate expertise to design and manage complete, custom-designed investment programs for family and institutional investors.  These programs are executed through best-in-class independent money managers and specialized index funds.  Multi-manager hedge fund and private equity pools are included, when appropriate, but without a fund-of-funds fee.  

Now in its 30th year, Hirtle Callaghan, America’s First Outsourced Chief Investment Officer, supervises over $20 billion of family, endowment, foundation, healthcare and pension assets in 46 states.

Investment Management

Hirtle, Callaghan & Co.

Hirtle, Callaghan & Co.'s headquarters in West Conshohocken, PA, United States

The Investment Management Team at Hirtle, Callaghan & Co. is dedicated to crafting and overseeing tailored investment strategies for diverse clients, including families, endowments, and foundations. Leveraging their expertise and analytical skills, team members collaborate to select and manage high-performing independent money managers and specialized funds, ensuring that clients' unique financial goals are met through a conflict-free and client-centric approach. Their focus on performance-driven results facilitates the effective supervision of over $20 billion in assets across a wide range of investment portfolios.

Investment Management Team

The Investment Management team at Hirtle, Callaghan & Co. is responsible for designing, implementing, and overseeing tailored investment programs for family and institutional clients. Leveraging their collective expertise, team members collaborate to identify and manage a diverse range of investment opportunities, utilizing best-in-class independent money managers and innovative strategies such as multi-manager hedge funds and private equity pools, all while ensuring a conflict-free approach that prioritizes client interests.

The Leadership Team at Hirtle, Callaghan & Co. is responsible for setting the strategic direction and operational framework of the firm. Comprised of seasoned executives including the President, COO, and various Vice Presidents, this team ensures the implementation of innovative investment solutions, adherence to compliance and risk management standards, and the overall alignment of the firm’s client-centric approach with its performance goals. They leverage their extensive expertise to foster a collaborative culture that drives success for clients and enhances the firm’s position as a leading outsourced Chief Investment Officer.

Leadership Team

The Finance and Compliance team at Hirtle, Callaghan & Co. ensures the integrity and efficiency of the firm's financial operations while adhering to regulatory standards. This team manages accounting practices, oversees financial reporting, and implements compliance policies to mitigate risks, thereby supporting the firm's commitment to a transparent and conflict-free investment approach. With roles ranging from accounting management to compliance oversight, the team plays a crucial part in maintaining the firm's fiduciary responsibilities towards its clients.

Finance and Compliance

The Client Engagement Team at Hirtle, Callaghan & Co. is dedicated to fostering strong relationships with clients through personalized service and strategic communication. They are responsible for understanding client needs, providing insights on investment strategies, and ensuring a seamless experience while navigating the firm’s bespoke investment solutions. This team plays a crucial role in maintaining client satisfaction and loyalty, ultimately contributing to the firm’s reputation as a trusted investment partner.

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Other teams

Investment Management

Leadership Team

Finance and Compliance

Client Engagement Team

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People (15)

Jobs (0)

Other teams

Investment Management

Leadership Team

Finance and Compliance

Client Engagement Team

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