Not all investment stakeholders (trustees, committees, family members) come to the table with the same level of knowledge.  As OCIO investment advisors, we believe it is our responsibility to work with each client to provide a specialized subset of knowledge in a manner that works for them.  Harpswell’s collaborative approach to serving the investors who have partnered with us also comes with a focused effort and the benefit of our experience.

Reach out to Harpswell to work with your organizational stakeholders to help them better understand investments.  We work in a dialogue setting with straightforward and simple illustrations.  Learn why a portfolio “going 80” might feel the bumps in the road a bit more than the portfolio “cruising at 55.” 

We love the educational aspect of our services, and have addressed audiences with all levels of financial backgrounds on investment policies, structure and endowments.