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Bio

Agility was established in 2007 as a privately held, partner-operated Outsourced Chief Investment Officer (OCIO) to provide unique, customized investment solutions for investors primarily in the Endowment & Foundation space. Agility has been recognized over numerous years by Institutional Investor as "OCIO of the Year". The core tenets of our investment philosophy remain as relevant today as they were when we started Agility. We remain committed to a few simple ideas. Collaborative decision-making. Multi-manager, multi-asset class portfolio construction. Contrarian asset allocation. Rigorous due diligence on each investment. Underlying those simple tenets is a comprehensive, process-oriented approach that has achieved award-winning results.