Agility has provided Outsourced CIO services since its inception in 2007. Our business model is built around working in close partnership with only a limited number of clients. We take the boutique nature of our business very seriously – we want each client to feel as if it has its own in-house investment team.
We view each client as a true partner. Clients benefit from Agility’s extensive resources, including dedicated investment, accounting, operations, and legal personnel. We also understand that being a good partner goes beyond simply providing investment results. We work closely with clients on a variety of other projects, from help with audit needs to donor relations.
We understand that no two clients are alike, so we built our business around customization. We work closely with each client to establish its long-term investment goals, and we then design a program that we believe best meets those needs. Customization extends beyond investing, as well. We work with each client to meet specific reporting, infrastructure, and communication needs.
Regardless of your specific needs, Agility can craft a solution. Agility offers two primary investment approaches – a commingled approach, using our proprietary Building Block Portfolios, and separate accounts for more unique situations. Both options provide for a high degree of customization and optionality.
For many institutions, in-house investment management is under-resourced. The challenging landscape of the global economy and financial markets requires experienced professionals with a singular focus on investing.
Investing is not a part-time job. Maintaining fiduciary responsibility has become increasingly difficult, leading to what some have termed “fiduciary fatigue.” Agility’s clients can feel comfortable that their assets are under careful, disciplined stewardship – every day of the week.
Learn how Agility applies its award-winning capabilities as an Outsourced CIO to help its clients navigate the complex investing environment.
Led by Chief Investment Officer Chris Bittman, Agility was awarded "Outsourced Chief Investment Officer of the Year" based on “innovative investment strategies, impressive overall performance and client service, and effective risk management” for four years - 2013, 2014, 2015 and 2017.