Amplifying Assets to Catalyze Systemic Change

Institutions

Amplifying Assets
To Catalyze
Systemic Change

Westfuller collaborates with foundations, endowments and family offices to harness the full breadth of their resources to reach both their financial and mission-based goals at the intersection of racial, gender, economic and climate justice.

We draw from our deep investment expertise and diversity of perspectives to amplify your institution’s assets to catalyze systemic change. We orchestrate tailored, multifaceted investment strategies to put financial might and capital drive where your organization needs it most.

AREAS OF FOCUS

Westfuller collaborates with foundations, endowments and family offices to harness the full breadth of their resources to reach both their financial and mission-based goals at the intersection of racial, gender, economic and climate justice.

We draw from our deep investment expertise and diversity of perspectives to amplify your institution’s assets to catalyze systemic change. We orchestrate tailored, multifaceted investment strategies to put financial might and capital drive where your organization needs it most.

Mission-Driven OCIO Solutions

Empowering mission-based institutions to fulfill their purpose is in our DNA.

Our dedication to civic, social and environmental uplift is rooted in our commitment to investing in a vibrant world for all people and our planet, and as active volunteers in several leading social justice foundations and non-profit boards we’re uniquely positioned to recognize the resources and financial might needed to create enduring systemic change.

Westfuller’s OCIO solutions are augmented by its strategic partnership with asset management firm Bivium Capital Partners.

Your assets are guided with deep institutional investment expertise by one of the most diverse leadership teams in the OCIO ecosystem.

12+ Years as Fiduciary Investment Advisors

With more than twelve years serving as independent fiduciaries, we have a proven track record of success as evidenced in our long-standing client relationships. We can respond to changes in investment strategies quickly and nimbly in support of reaching your immediate and long-range goals.
We further differentiate ourselves by offering ongoing quantitative and qualitative assessments that allow us to be vigilant responsive allocators on your behalf. We are a wholly objective, multi-manager platform with attention to every aspect of your portfolio.

12 Years

Serving as Independent Fiduciaries

Strong Financial Management Practices Amplify Strong Organizations

Mission aligned Investment Process

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1. Discovery and Goal Setting

  • Establish client context (history, mission, values, culture)
  • Understand time horizon and risk tolerance
  • Gather financial statements
  • Define client goals and priorities
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2. Planning

  • Develop Investment Policy Statement
  • Develop annual strategic plan
  • Develop risk/return budget
  • Define impact goals
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3. Asset Allocation

  • Create strategic asset allocation
  • Optimize portfolio returns against liquidity needs, risks, and unique considerations
  • Define critical success metrics for impact investments
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4. Portfolio Construction and Manager Selection

  • Identify best practice manager(s)
  • Conduct due diligence
  • Determine how to allocate assets among the managers
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5. Implementation

  • Implement/ transition assets into strategic asset allocation
  • Ensure investment guideline adherence
  • Optimize tax efficiency for taxable accounts
  • Minimize transaction costs of implementation
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6. Risk Management and Portfolio Monitoring

  • Manage investment, operational and headline risks
  • Evaluate target weightings on client needs/markets evolve
  • Rebalance as appropriate
  • Measure and manage positive impact outcomes

Understanding Your Mission and Goals

We appreciate the importance of gaining a comprehensive understanding of your organization’s history, culture, mission and vision, to ensure we make the best-informed mission-driven financial recommendations on your behalf.

We select investments based on a multitude of factors that are considered thoughtfully and collectively — expected returns, risk constraints, time horizon, liquidity needs, and potential for the greatest civic and financial uplift.

“We partner with leading, global service providers to meet our clients needs including custodians, tax accountants, trust and estate attorneys and Donor Advised Fund platforms. We have experience assisting clients in selecting the custodian that best meets their needs.”

Diverse Advisors &
Open Architecture

As an independent investment advisor, we are free to select the right investment manager for the right asset class – a true objective and multi-manager platform.

At the center of our investment solutions is our insightful manager selection. We believe that boutique, emerging, and diverse investment managers offer a compelling investment opportunity and diversity of thought for institutional investors. These managers often possess the ability to identify investment opportunities that solve urgent societal and environmental issues. We have deliberately identified and invested in the leading, diverse investment advisors.

We also provide direct access to leading investment managers from the public markets as we as hedge funds, private assets (private equity and venture capital) and real assets (real estate and infrastructure). We partner with leading custodians such as Fidelity, Bank of New York Mellon Pershing, and Northern Trust. We can also partner with your preferred custodian.

As your advisor, Westfuller is your single point of contact – actively managing your multifaceted investment advisory needs in partnership with each manager and custodian, then providing your organization with a seamless experience and one comprehensive report.

Global, Multi-Asset Class Investment Solutions

Westfuller constructs global, multi-asset class portfolios with a focus on five core asset allocation models representing a range of client needs for income and growth, tailored to meet individual client liquidity, needs, impact and financial goals.

Further, we allocate to alternative investments – hedge funds, real estate, private equity, venture capital and impact ventures – for diversification and to support impact-goals. Our goal – build tailored, mission-driven portfolios balanced with risk adjusted returns.

An Enriching, Mission-Aligned Investment Community

As mission-driven global citizens ourselves, we know how vital community-building and gaining a collective perspective are to creating real change. Through our many strategic alliances in real estate, private equity and venture capital deal flow, we gladly facilitate the conversations that can lead to enhanced community support for our clients and their missions.

By building and nurturing a network of connectivity culled from various fields of interest, we are better equipped to put financial might behind the institutions who promise to move the world in the most positive ways.

our team

Westfuller builds lasting relationships with clients based on our commitment to support and serve their goals.

MEET OUR TEAM

invested in a vibrant world

Westfuller has an unwavering commitment to investing in a vibrant world for our planet.

As fellow global citizens, we stand at the heart of our communities and movements, ready to start conversations and ignite real progress.

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