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Client portal

Services for foundations, endowments and nonprofit organizations

Your organization has a unique history that informs both its present and its future. Our challenge is to understand where you have been, where you want to go and how best to help you drive it there.

Holistic planning designed to meet your specific needs

At Choreo, we provide a full range of sophisticated investment management and advisory services to foundations, endowments and nonprofit organizations.

Our process begins with gaining a clear understanding of your goals, values and objectives to construct a balanced, multi-asset investment portfolio that helps preserve capital and provide for growth. Customized asset allocation is applied within a disciplined framework that is designed to both reduce risk and maximize expected returns.

Investment strategy and implementation

  • Investment policy development
  • Custom asset allocation
  • Manager selection and implementation
  • Ongoing monitoring and rebalancing
  • Discretionary portfolio management
  • Ongoing risk and liquidity management
  • Integration of non-liquid assets

Research

  • Manager research
  • Timely market commentaries and insights
  • Economic and market updates
  • Conference calls, webcasts and seminars

Reporting

  • Results assessment and reporting with respect to Investment Policy goals, objectives and guidelines
  • Consolidated reporting

Our fiduciary commitment to you

Choreo focuses on one line of business – investment and wealth management. We do not take deposits or make loans, do not underwrite securities or speculate for corporate profit-making. We invest with this goal in mind: long-term growth and wealth preservation for our clients.

Integrity, objectivity, and independence

Choreo remains grounded by our founding values, the most fundamental of which is integrity. As your advisor, we intend to represent your best interests in the rendering of services and to embody the true spirit of fiduciary responsibility. To help us provide unbiased investment advice, for example, neither our company nor our professionals are incentivized to sell or recommend a particular investment product.

Singular focus and objective advice

As our client, you can be assured that you will benefit from our objectivity and thoughtful advice – given with your best interests in mind. And, speaking of advice, our latest publications, articles, and commentaries offer insight into the market and the issues of wealth management and keep you informed of our strategies and perspective.

Independence and stability

Our independence allows us to take a long-term investment and wealth management view, an approach that we believe creates organizational focus and stability in service to our clients and their families, across generations.

Personalized approach

Our wealth advisors seek to understand the unique goals and values of your organization, balance short-term liquidity needs with long-term asset growth and adapt to regulatory changes. Customized investment and wealth management plans are tailored to your needs.

By leveraging strategies developed for large institutional clients and multi-generational families, Choreo provides access to a wide range of relevant and innovative investment and wealth management ideas and opportunities.

Full transparency

Transparency in our services and communications is integral to our success. Should you have a question or wish to receive additional information about our organizational checks and balances, please contact us.

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