Strategic Growth Recent mergers with Cerity Partners and Lumina Financial Consultants indicate Agility is expanding its OCIO service footprint through integration with larger advisory platforms, presenting new cross-sell opportunities to Cerity and Lumina clients seeking outsourced investment management.

Endowment and Foundation Focus Agility’s target client base includes endowments, foundations, and family offices; sales outreach can emphasize customized multi-asset, risk-managed portfolios and rigorous due diligence as differentiators for institutions with complex governance and long-term horizon needs.

Proven OCIO Expertise A track record of multiple Institutional Investor Outsourced CIO of the Year awards and over a decade of dedicated OCIO service under Perella Weinberg Partners Capital Management signals credibility; leverage awards in outreach to prospective nonprofit and UHNW clients seeking validated performance and governance.

Technology Advantage Tech stack including SAP, Azure, Teams, and collaboration tools supports scalable client oversight and secure operations; position as a tech-enabled OCIO with efficient portfolio monitoring, reporting, and due diligence for institutional clients prioritizing transparency.

Mid-market Opportunity With 51-200 employees and revenue in the mid-range, Agility sits between smaller boutiques and large consultancies; tailor conversations around flexible, boutique-level service with scalable resources to mid-sized nonprofits and family offices seeking personalized yet cost-effective OCIO solutions.