Delivering tailored portfolio construction and access to select investment ideas.
Elevate at RockCreek provides outsourced Chief Investment Officer services to foundations, endowments, family offices and pensions, leveraging the track record, resources and relationships of RockCreek’s investment platform.
Led by an experienced team that includes several former Chief Investment Officers, Elevate’s services include:
Thoughtful, tailored advice on asset allocation and investment policy development
Customized portfolio construction and access to sought-after investment opportunities
Development of return-oriented, mission aligned investment programs that are tailored to the client’s values and objectives
Robust risk management oversight supported by quantitative expertise, and in-house technologies
Access to cutting-edge technology and innovative, in-house portfolio analysis software and reporting, and AI-powered investment analysis
High-touch client service, including support with operations, accounting and audit