About Us

Ivy Capital Management (IvyCap) provides investment management solutions to corporations, foundations, nonprofits, family offices, and major institutions as a long-term partner. Having started our careers on Wall Street at J.P. Morgan, the founding team came together to create IvyCap to deliver custom solutions for clients, leveraging our deep understanding of impact investing and how that integrates with a traditional portfolio. The team consists of highly experienced executives with extensive portfolio management, finance, investments, operations and strategic advisory backgrounds. We bring over 100 years of combined experience across all asset classes, public and private, including strategic philanthropy.

Our unique integrated platform as an affiliate of Kind Capital allows us to support clients across different stages of their life cycles and needs. The term “Ivy” symbolizes eternal life and fidelity; this alludes to our long-term strategy when constructing portfolios and our loyalty to clients’ investment objectives. We are a leader in impact investing strategies and can serve as the outsourced chief investment officer (OCIO) for impact investing carveouts, not just traditional portfolios.

Ivy Capital Management's Approach

At IvyCap, we look to partner with our clients for the long term who align well with our approach. We start by listening to understand your objectives, analyzing your situation, and then executing an investment strategy to optimize your portfolio on a risk-adjusted basis.

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