Who we serve

Vertex Edge Group Finance offers outsourced chief investment office solutions to foundations, endowments and other institutions with long term investment time horizons. We don’t try to mimic large funds, but rather strive to create the right mix of assets, with the right investment managers, to create a portfolio with the most efficient risk/reward balance that meets our clients’ needs.

Understanding a client’s true risk tolerance is essential, as the primary risk is always a portfolio decline that leads to panicked selling and which can prevent the institution from achieving its long-term mission. Vertex Edge Group's experienced team of portfolio managers, manager research analysts and risk advisors have decades of experience advising a number of the largest endowed charities and the world’s most sophisticated global investors. Our team’s process focuses on understanding each client’s mission and long-term financial objective along with its portfolio preferences regarding risk, return, complexity, liquidity, mission-alignment and cost. The next step is to create a fully customized asset allocation and manager line-up that can achieve those goals and objectives in the most streamlined and cost-effective manner possible.