Aurevia services
Institutional Advisory
A stronger connection between mission and capital.
For boards and investment committees that want rigorous advice, clear reporting, and better decisions.
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A coordinated scope, shaped around the mandate.
Investment governance and portfolio advice for foundations, endowments, and mission-led organizations.
Governance design
Committee charters, delegated authority, policy, and meeting materials support accountable decisions.
Asset allocation
Portfolio structure reflects spending needs, mission, liquidity, and the organization's tolerance for uncertainty.
Implementation support
Manager selection, transitions, custody coordination, and reporting are managed with clear responsibilities.
Committee education
Concise education gives every committee member the context needed to contribute.
How the work moves forward.
Clarify fiduciary priorities
We align the board, committee, and staff around mandate, risk, and decision rights.
Strengthen the portfolio
Policy and implementation are evaluated together, including fees and operational complexity.
Make oversight useful
Reporting focuses meetings on decisions, exceptions, and progress rather than data volume.
Related perspective
The discipline of staying invested through uncertain markets
A sound investment policy gives uncertainty a place in the plan before it appears in the headlines.
Read insight
Begin with a clear conversation.
Tell us what you are navigating. We will explain how we can help and where we may not be the right fit.
San Francisco, CA 94105