We offer institutional clients customized investment consulting and strategic advice that reflects your mission, risk tolerance, and governance structure. Whether your organization is focused on growth, preservation, or income, we help you align your investment strategy with long-term goals.
What We Do
We partner with institutional clients — including endowments, foundations, and corporate investment committees — to provide strategic, goals-based consulting that reflects their mission, priorities, and risk tolerance. Our approach combines investment insight with fiduciary care, helping organizations align their portfolios with long-term objectives while navigating evolving market conditions with informed decision-making.
Services We Provide
Our consulting services are designed to meet your organization where it is — and help you get where you want to go.
We offer:
- Investment policy statement development and review
- Open-architecture access to managers and strategies
- Discretionary and non-discretionary investment consulting
- Liability-driven investing
- Endowment and foundation portfolio guidance
- Ongoing governance and board support
Whether you’re looking to optimize performance, enhance oversight, or manage risk more effectively, OpenArc delivers institutional advice with personal attention.
