Harpswell Capital Advisors

Financial ServicesMaine, United States2-10 Employees

Harpswell Capital Advisors, LLC is an innovative investment advisor dedicated to serving foundations, endowments, and institutions.  The firm was founded with a civic mission to serve non-profits and we measure success by the impact we have on the institutions we serve and their communities.

Harpswell embraces the OCIO (outsourced chief investment officer) model for endowment investing and the firm draws on its team of accomplished investment professionals to offer specialized and custom investment solutions for each client who we partner with. Harpswell’s OCIO model for investing utilizes multiple specialized fund managers across all asset classes who each fulfill a specific mandate within the endowment and we compliment those allocations with a judicious utilization of passive investment funds.   

Harpswell serves a prestigious roster of foundations, endowments, governments and families throughout the United States.  The firm’s institutional advisory specialization focuses on OCIO endowment management and our advisory services for larger institutions centers around RFP execution, investment policy analysis and investment committee advocacy.

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