Investment Expertise to Make a Difference
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Investment Expertise to Make a Difference
Crewcial Partners is an independent investment advisory and OCIO firm focused on providing customized investment advice to non-profit institutions. This focus has been core to our firm since it was founded in 1980.
Our firm’s evolution over the past 40 years includes expanding our scope of research from exclusively US to international, building out a robust private-assets team, developing a comprehensive diverse-manager discovery process, and anticipating and developing solutions to the ever-expanding requirements and concerns of our clients, from Investment Policy Statements to critical administrative responsibilities.
This work gives us the opportunity to make a difference. It was true 40 years ago when we began our journey with our first client, the Salvation Army, and t’s true today. The opportunity to serve non-profit institutions is a role we are proud and honored to fulfill.
We are a 100% employee-owned, boutique-style investment firm. At the core of our firm is our Investment Team, tasked with providing our clients with the prudent guidance and exceptional service they need to meet their investment objectives.
The work of our investment team is supported and supplemented by a robust infrastructure that includes our Investment Coordination Team, Performance and Analytics Team, and Technology and Software Development Groups. These teams are structured to meet a broad range of needs, from completing investment paperwork and transitions to providing accurate, timely, and informative reporting backed by our proprietary database.
Through our collaborative client partnerships, we have developed a comprehensive offering for our clients that goes well beyond portfolio construction. We offer services such as incorporating DEI and ESG components into client portfolios, developing donor educational forums, undertaking custodian searches, and implementing consulting and due diligence on managers brought to us by a client’s Investment Committee, to name a few.
Our unwavering commitment to our clients’ successes means that we continually raise the bar to meet the full scope of your goals.
We are a 100% employee-owned, boutique-style investment firm. At the core of our firm is our Investment Team, tasked with providing our clients with the prudent guidance and exceptional service they need to meet their investment objectives.
Our experience with non-profit institutions allows our team to provide expertise tailored to the issues and objectives important to each individual client.
Our firm’s philosophy starts with our vision to create a world where all non-profits have the resources to achieve their visions.
Our mission is to partner with non-profits to invest their capital in ways that serve their goals and expand their impact. Our commitment is to put our clients first, always.
This approach encourages many perspectives and leverages the diversity of thought within our firm.It informs our best ideas across manager selection, employee development, and fortifying our commitment to give back to our community.
Crewcial’s investment team is the heart of the company. This team provides the foundation from which our approach shapes every department, and enables us to deliver exceptional investment results to our clients.
Crewcial is a boutique investment firm by design; open collaboration among all team members enables us to deliver complete and customized solutions.
We add value that results in high impact for local communities globally.
This alignment is why our clients choose Crewcial to be a collaborative partner when they find themselves at a turning point, seeking an investment firm with the passion to grow their inspired capital.
Investment Expertise to Make a Difference