Agility Outsourced Chief Investment Officer Employee Directory
Financial ServicesColorado, United States51-200 Employees
Agility Outsourced Chief Investment Officer is a Denver-based financial services firm that provides outsourced chief investment officer services to a targeted set of clients, including endowments, foundations, and family offices, a model it has offered since 2007. Led by six partners with more than 150 years of combined investment experience, the firm offers dedicated resources, daily oversight, and customized investment solutions intended to make clients feel as if they have an in-house investment team. The firm's approach centers on collaborative decision-making, multi-manager, multi-asset class portfolio construction, customized asset allocation, and rigorous due diligence across manager selection, portfolio construction, and risk management. Asset management is conducted by Perella Weinberg Partners Capital Management LP. Recent developments in 2024 include mergers with Cerity Partners and Lumina Financial Consultants, broadening Agility’s outsourced CIO platform.
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