Empowering your organization. Tailoring your strategy.
Each foundation has unique and complex needs that demand specialized attention. Our customizable suite of services is specifically designed to address these needs, offering comprehensive support and sophisticated investing solutions tailored to your private foundation's goals and objectives.
Our OCIO Value and Focus
The essence of our OCIO & Investment Consulting services is rooted in its unique adaptability to each client's needs. Working with a boutique firm brings a unique blend of personalization, flexibility, and agility that is not typically matched by larger financial institutions.
Our Investment Consulting services are designed with all nonprofits in mind, while we've crafted our OCIO services with a special emphasis on meeting the unique needs of private foundations. We understand the financial challenges and responsibilities that these organizations face - the need to generate sustainable returns, preserve capital for future growth, and ensure funds are available for their mission. Our tailored approach allows us to align our strategies with your organization's values and objectives, ensuring a sustainable financial future. With Fire Capital, your private foundation can continue to focus on its mission while we professionally handle the complexities of your investment and financial management.
Advantages of Partnering with an OCIO
EXPERTISE
Our clients expect strong investment outcomes, exceptional customer service, and prudent management of their assets. Our established investment proficiency and leveraging of modern financial technology assist in helping our clients achieve their objectives.
EFFICIENCY & AGILITY
We take on the day-to-day investment decisions, freeing up valuable time for your organization to focus on its mission.
RISK MANAGEMENT
Our risk management approach identifies and measures risk while also proactively taking steps to control and mitigate it. Our priority is the safeguarding of your assets. We monitor investment risks that could have a financial impact on the portfolio and report on the status of each investment management firm retained.
FIDUCIARY OVERSIGHT
We also provide comprehensive reporting and communication, offering clear transparency into investment decisions and performance. With full discretion, we provide a single point of responsibility with accountability for the performance of the portfolio.
Cost Savings
With deep industry knowledge and expertise, we can effectively benchmark and negotiate fees, ensuring that your organization is receiving top-tier services at competitive rates.
ACcESS
We engineered an open, flexible investment platform that meets your unique needs. Our client portfolios are typically multi-asset class and globally diversified through a combination of individual securities, SMAs, funds, ETFs, and private alternative investments.
Our Offerings
Investment Consulting
- Analysis of fees, risk, performance of existing managers, adherence to applicable regulations, and benchmark to industry standards
- Provide oversight, advice, research, reporting, and recommendations for your investment policy and portfolio
- Final decision-making authority rests with your organization's board or investment committee
Hybrid OCIO
- Provide oversight, advice, research, reporting, and recommendations for your investment policy and portfolio
- Final decision-making authority rests with your organization's board or investment committee
- Provide operational tasks and execute transactions upon approval from your organization's board or investment committee
Discretionary OCIO
- Provide oversight, advice, research, reporting, and recommendations for your investment policy and portfolio
- Your organization's board or investment committee approves investment policy and we assume partial or full management and oversight of your portfolio
- Provide operational tasks along with the execution of trades and the administration of cash flows
Customized Services
Our suite of services is fully adaptable, designed to meet the unique and evolving needs of each organization. We provide an array of specialized solutions that are as dynamic as they are diverse. Our services are always tailored to your organization's specific requirements, ensuring you receive the most effective and suitable strategies for your mission and objectives.
Investment Policy Statement (IPS)
- Develop a comprehensive IPS aligned with your organization's mission
- Review and update the IPS periodically to ensure it remains relevant
- Provide guidance on governance structure and fiduciary responsibilities
Portfolio Rebalancing
- Monitoring of market conditions to inform rebalancing decisions
- Regular rebalancing to maintain intended risk/return profile
Alternative Investments
- Access to non-traditional investments such as Venture Capital, Private Equity, Private Debt, and Direct Real Estate
- Programmatic approach to private alternative investing
Liquidity Management and Spending Policy Design
- Assistance in designing a spending policy that supports operational needs
- Evaluate and manage liquidity needs to ensure operational stability
- Design investment strategies that account for short-term and long-term liquidity requirements
- Assist in establishing a liquidity policy as part of the overall investment strategy
- Perform cash flow forecasting and scenario analysis to prepare for various market conditions
Fiduciary Oversight
- Assistance in meeting legal and ethical obligations in managing investments
- Alignment with applicable Prudent Investor Act rules & best practices
- Provision of independent, objective advice
- Transparency and accountability
Strategic and Tactical Asset Allocation
- Design a strategic asset allocation model to achieve long-term objectives
- Make tactical adjustments based on market conditions and opportunities
- Diversify across asset classes to mitigate risk
Fee Optimization
- Reorganize accounts and renegotiate fee schedules to minimize total management fees
- Our ability to reduce fees often means that we pay for ourselves in a few months
Impact & Mission-Related Investing
- Allocation of capital to advance mission
- Identification of impact investment opportunities
- Integration of ESG factors into the investment process, if aligned with mission
- Measurement and reporting of impact alongside financial return
Educational Workshops
- Provision of board education sessions on investment strategy and market updates
- Training on governance and fiduciary responsibilities
- Customized education based on your organization's needs
Manager Selection and Monitoring
- Rigorous selection process for investment managers across various asset classes
- Regular performance evaluation and monitoring of new and existing managers
Account Aggregation and Custom Reporting
- Monitor all accounts, managers, and entities simultaneously
- Custom reporting and ongoing digital access
- Detailed analysis of adherence to policy guidelines
Philanthropic Support & Strategy
- Charitable giving research & strategy support to maximize impact
- Build organization impact areas into the total portfolio strategy
- Donor Advised Fund (DAF) Management
Risk Management
- Implementation of strategies to manage various types of risk
- Regular stress testing of portfolio
- Monitoring of portfolio risk relative to strategic objectives
Portfolio Strategy
- Organize wealth as a single portfolio strategy
- Optimize strategy across family entities and financial instructions
Fee Optimization
- Reorganize accounts and renegotiate fee schedules to minimize total management fees
- Our ability to reduce fees often means that we pay for ourselves in a few months
Account Aggregation and Custom Reporting
- Monitor all accounts, managers, and entities simultaneously
- Custom reporting and digital ongoing access
Alternative Investments
- Access to non-traditional investments such as Venture Capital, Private Equity, and Direct Real Estate
- Minimal to no additional fees added to maximize growth
Philanthropic Strategy, Research and Administration
- Charitable giving strategy support to maximize impact
- Administration and research to save family time
Family Legacy Projects
- Bespoke projects with a purpose
Impact Investing
- Identify key family specific impact areas and build it into the total portfolio strategy
Family Governance
- We help organize a multi-day annual family meeting to review strategy, set new goals, and hear from managers and stakeholders. Integrates business and pleasure for a memorable experience
Expense Management
- Develop process to ensure expenses are co
Next Gen Education
- Help next generation learn and prepare for the future
Professional Advisor Coordination
- Ongoing coordination amongst tax, estate and legal team
- Central point of contact
Incentive Alignment
We view our role as your strategic partner, with our success intertwined with yours. Our incentives, just like our services, are tailored to match your objectives - we thrive only when you prosper. Our fee structures aren't tied to trades or product sales, but instead, are customized such that our motivations and recommendations are always guided by your best interests, not ours. This structure cultivates a partnership built on transparency, trust, and mutual dedication to achieving your financial objectives.
Custom Fee Structure
- Fees are negotiated based on services provided
- Flexible annual flat fee based on services provided or low asset based fee structure
New Client Limit
- We limit the number of new discretionary OCIO relationship per year
- New relationships often require significant dedicated attention