Hirtle, Callaghan & Company
Hirtle, Callaghan & Company is an organization of chief investment officers who supervise the investments of family groups, foundations, endowments and pension funds with net investible assets ranging from fifteen million to several hundred million dollars - groups with substantial sums of liquid assets, but not large enough to justify the expense of developing an in-house investment department. Since it's beginning in 1988, Hirtle Callaghan has increased its staff to over 37 professionals, services over 200 clients and supervises assets in excess of five billion dollars.
As chief investment officers, Hirtle Callaghan professionals do not generally recommend the purchase or sale of individual securities. Rather, they focus on much more significant issues, such as the development of investment policy and a corresponding investment plan that is sensitive to the client's specific situation and objectives.
To implement the investment plan, Hirtle Callaghan selects a team of specialists from American's leading money managers. Using its collective buying power, Hirtle Callaghan's professionals negotiate fees, supervise the conduct of specialist managers and produce custom, consolidated performance evaluations and reports on a quarterly basis.
The fee concessions, which Hirtle Callahan is able to extract from the financial marketplace, are significant and largely offset compensation. More importantly however, Hirtle Callaghan's compensation comes only from its clients. Revenue is accepted from no other source. There is no affiliation with the specialists that Hirtle recommends and as a result, all conflicts of interest are strictly avoided.
Hirtle Callaghan's combination of bona fide investment expertise with wholesale buying power results in superior access to the investment marketplace. Their superior access combined with genuine objectivity delivers a fundamentally superior approach to the investment process. The results provide not only better investment performance but, just as important, provide greater financial peace of mind.