Invest Today For a Better Future
At Ivy Capital, we believe that a secure and prosperous future starts with smart investments today. Our team is dedicated to crafting customized financial strategies that align with each client’s unique goals and aspirations. Whether you’re building a diversified portfolio, seeking strategic financial advice, or looking for an asset manager to serve as your outsourced CIO, we provide the guidance and support you need to make informed decisions.
Partner With Ivy Capital
Trusted Partners to Meet Your Financial and Charitable Objectives
Preserving and growing your assets requires a thoughtful investment strategy that not only understands your goals but also integrates your risk tolerance and constraints. As a trusted partner, we look to build a long term relationship with each and every one of our clients, growing and evolving with you as circumstances change. Life happens, organizations and priorities change, but your trust in an advisor shouldn’t. We help you navigate those major changes and structure an appropriate investment strategy.
Impact Investing
At Ivy Capital, we have experience leading the impact investing strategies for major foundations and advising clients on their impact investing strategies. From direct investments into social ventures to being limited partners in funds, we can provide advice in catalytic capital that aligns with your mission.
Portfolio Optimization
Our portfolio strategies seek to minimize risk and maximize returns, creating an investment portfolio that is balanced and resilient in a dynamic market that aligns with your investment objectives.
OCIO Asset Management
Some clients desire a fully-outsourced asset management partner they can trust and rely on. Whether it is just their impact investing program or their entire endowment, our team brings a collective track record spanning all asset classes to serve your investment objectives.
Philanthropic Advisory & Charitable Giving
Leaving a legacy through charitable giving requires planning to ensure alignment with your stated objectives. Leverage our team’s philanthropic experience to support your charitable goals. We can support your donor-advised fund (DAF) strategy.
One Size Fits One
We'll Create a Customized Strategy With You
We believe every client is unique, with specific financial and charitable goals. Our role is to help you and your organization reach those goals with a custom portfolio strategy. Whether you are a major nonprofit entity interested in impact investing, a family office seeking to optimize portfolio return for both financial and impact objectives, a corporation with asset management needs, or a high-net-worth individual needing wealth management strategies, our three-step approach seeks to listen, understand and then execute an investment strategy that aligns with your objectives. As situations change, we adapt your Investment Policy Statement to integrate those changes.
Years combined experience
Senior leadership brings deep and broad expertise across asset classes, having worked at major Wall Street firms and philanthropic organizations. in previous roles.
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Client Alignment
We only succeed if our clients do. Therefore, we structure incentives to fully align with helping clients achieve their financial and charitable objectives.
Average Experience
Our senior team brings a wealth of knowledge across asset classes (including impact investing and philanthropy), financial structures, sectors and geographies.
Lives Positively Impacted
As an affiliate of Kind Capital, we contribute to the ambitious goal of positively impacting over 1 billion lives in the next 25 years.
Our Commitment
We are committed to integrity, transparency, and excellence in everything we do as a trusted partner to our clients and our stakeholders. Our values of trust, dedication, and innovation drive us to deliver exceptional service, to help our clients reach their financial and charitable goals with peace of mind.
