Institutional and
Nonprofit Advisory
Institutional discipline built around the organization’s mission.
Foundations, nonprofits, and other institutions need investment strategies that balance long-term objectives with current spending, liquidity, governance, and fiduciary responsibilities.
Cleros works with organizational leaders, boards, and investment committees to connect those requirements within a disciplined investment framework.
- OVERSIGHT
- SPENDING & LIQUIDITY
- PORTFOLIO
- POLICY
- MISSION
What we deliver
Investment-policy
development and review
An investment policy provides the framework for how an institution’s capital should be managed.
We help organizations develop and review policies around objectives, asset allocation, liquidity, spending, risk, governance, and other considerations relevant to the portfolio.
Portfolio construction and
management
We build investment strategies around the organization’s mission, time horizon, spending requirements, liquidity needs, risk considerations, and investment policy.
Spending and liquidity
planning
Institutions often need to balance current distributions and operating needs with the long-term preservation of capital.
We incorporate expected spending, cash requirements, commitments, and other liquidity needs into portfolio construction and ongoing management.
Manager research and
oversight
We evaluate investment managers and strategies across philosophy, process, performance, risk, fees, liquidity, organization, and fit within the broader portfolio.
Board and investment-
committee support
We provide boards and investment committees with portfolio reporting, investment context, and analysis designed to support informed oversight and decision-making.
Ongoing governance and
portfolio review
Investment policies and portfolios should evolve as the organization’s circumstances change.
We help boards and committees evaluate whether the strategy continues to reflect the organization’s mission, spending requirements, liquidity needs, and long-term objectives.
FAQs about institutional and nonprofit advisory
Cleros can advise foundations, nonprofits, and other institutions responsible for managing long-term pools of capital.
We provide investment analysis, reporting, portfolio context, and ongoing guidance to help boards and committees fulfill their oversight responsibilities.
Yes. We can help develop a new investment policy or review an existing policy in the context of the organization’s objectives, portfolio, spending needs, liquidity, risk, and governance requirements.
We incorporate expected distributions, operating requirements, commitments, and other cash needs into the investment strategy so that liquidity and long-term objectives are considered together.
Yes. We can work alongside accountants, attorneys, administrators, custodians, and other professionals involved in the organization’s financial affairs.
Portfolio oversight is ongoing. We review the investment strategy, managers, allocation, liquidity, and other relevant factors as markets and the organization’s circumstances change.
Cleros Wealth Partners works with a limited number of clients.
We are thoughtful about the clients we serve, seeking relationships where our approach can support their needs today and well into the future.
Clients looking for a highly personal advisory relationship are invited to write to us directly.
