At Greycourt, investment advice is provided directly by the firm’s highly experienced managing directors, who have spent many years advising endowed institutions. Our managing directors have also served extensively in direct leadership roles at endowed institutions in their own communities and nationally, and hence they understand the needs of institutions from multiple angles.

We reverse the typical consulting model where the senior member of a consulting firm develops the investment policy and much less experienced personnel work directly with the client. Greycourt’s senior advisors work directly with the investment committee to make important decisions.

Because Greycourt’s advisors are directly involved in the manager research process, they have a solid understanding of the potential fit between your organization and a particular manager. This understanding of the managers and your specific objectives, together with our strict independence, result in a high confidence level for the endowment’s investment committee regarding Greycourt’s manager recommendations.

How we work with Families