Endowment & Foundation OCIO

Your organization and our investment expertise working together to make a difference.

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Endowment & Foundation OCIO​

Your organization and our investment expertise working together to make a difference.


Endowments and foundations have unique needs and each organization faces specific financial management and administrative challenges. You need an experienced financial services partner who understands what it takes to thrive amidst these challenges.

Working closely with institutions to manage and steward their assets, AMG provides comprehensive investment consulting and discretionary investment management solutions, including:

  • Investment Policy Development
  • Asset Allocation and Portfolio Construction
  • Investment Manager Selection
  • Discretionary Investment Management
  • Asset Custody and Performance Reporting
  • Client and Committee Education

Often, this combination of services is referred to as Outsourced Chief Investment Officer or OCIO Services in the market today, but it’s what AMG has been doing successfully for our institutional clients for over 35 years.

Client Testimonial

“In the past year, AMG has been a critical factor in our foundation’s evolution. Our board had the vision for where we needed to be, but AMG was the partner we needed to bring it to life.”

— Hallee, Endowment & Foundation client


“satisfied” in latest client survey

45 Years

length of longest client relationship

47 States

where AMG has clients across the U.S.


AMG’s Approach to Research & Investment Management Arrow Arrow icon

Our comprehensive, data-driven approach to research and investment management puts clients at ease knowing AMG is focused on their goals.

Managed Portfolios Arrow Arrow icon

Our ACM portfolios offer disciplined strategies focused on optimizing risk-adjusted returns through different market cycles.

Alternative Investments Arrow Arrow icon

Offering clients unique access to professionally managed alternative investment and private capital opportunities.

Nonprofit Banking Arrow Arrow icon

Nonprofits, endowments and foundations have unique banking needs and our experience working with them makes us a valued partner.