Institutional Investment Consulting

An Extension of Your Staff: Partnering With You to Advance Your Mission

Chrysalid provides tailored advisory services to non-profit institutions that want an effective investment program as well as good governance. With 18+ years of experience partnering with plan sponsors, foundations and endowments, we provide independent, objective advice anchored by open architecture service providers and investment solutions.

Our capabilities include:

  • Institutional Caliber Global Manager Research
    • Conventional institutional managers
    • Mission-aligned managers
    • Small/boutique managers
    • Diverse managers
  • RFP management
  • Governance – we leverage extensive experience working with top tier institutions to guide non-profits in the prudent oversight of investment programs.

We are an independent fee-only firm – meaning the only compensation we receive is from clients for our services. We do not earn commissions, nor do we sell insurance, annuities, stocks, bonds, mutual funds or other commissioned products.

Our Services

Retainer Investment Consulting

Project Based Services

For More About our Services

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