OpenArc Philanthropic Consulting Services partner with endowments, foundations and non-profits to strengthen investment governance, stewardship, and mission‑aligned financial strategy. We help organizations build disciplined, transparent frameworks that support long‑term sustainability by addressing critical needs such as governance and policy development, portfolio construction, manager diligence, benchmarking, and committee‑ready reporting. When paired with our engaging financial education and wellness support, our approach deepens impact by reinforcing strong stewardship and aligning financial decisions with your mission today and for generations to come.
Solutions
- Fiduciary-aligned investment governance
- Investment Policy Statement (IPS) development and oversight
- Strategic asset allocation and portfolio construction
- Manager research, selection, and monitoring
- Spending policy analysis and sustainability planning
- Performance reporting and committee support
- Concierge Financial Wellness Solutions
Who We Serve
- Educational Endowments & Foundations
- Community Foundations
- Private Foundations
- Faith based and Social Service Foundations
Philanthropic Consulting
OpenArc’s experienced consultants equip boards, committees, and executive leadership to confidently fulfill their oversight responsibilities and reinforce long-term stewardship by:
- Establishing and maintaining a robust Investment Policy Statement (IPS)
- Conducting and documenting regular investment reviews aligned with policy and peer benchmarks
- Performing ongoing manager due diligence and monitoring
- Evaluating portfolio structure, risk alignment, and diversification
- Supporting spending policy design and long-term sustainability goals
We focus on creating investment programs that balance growth, risk management, and liquidity, so portfolios can reliably support mission delivery across market cycles.
Through in-person, virtual and online support, OpenArc’s consultants and client service team prepare staff, leadership, donors, and affiliates to fully understand and communicate their investment program so they can make truly informed financial decisions.
We immerse ourselves in your organization’s mission and culture, to ensure our guidance resonates with stakeholders at every stage of your investment journey.
Fiduciary Governance and Investment Oversight Services
OpenArc’s experienced consultants equip boards, committees, and executive leadership to confidently fulfill their oversight responsibilities and reinforce long-term stewardship by:
- Establishing and maintaining a robust Investment Policy Statement (IPS)
- Conducting and documenting regular investment reviews aligned with policy and peer benchmarks
- Performing ongoing manager due diligence and monitoring
- Evaluating portfolio structure, risk alignment, and diversification
- Supporting spending policy design and long-term sustainability goals
Investment Consulting and Portfolio Strategy
We focus on creating investment programs that balance growth, risk management, and liquidity, so portfolios can reliably support mission delivery across market cycles.
Board, Committee & Staff Investment Education
Through in-person, virtual and online support, OpenArc’s consultants and client service team prepare staff, leadership, donors, and affiliates to fully understand and communicate their investment program so they can make truly informed financial decisions.
We immerse ourselves in your organization’s mission and culture, to ensure our guidance resonates with stakeholders at every stage of your investment journey.