Hirtle, Callaghan & Co., LLC

Hirtle, Callaghan & Co., LLC is a financial advisor firm established in 1988, offering discretionary investment advisory services to individuals, families, trusts, pension plans, and charitable organizations. The firm acts as the "Chief Investment Office" for clients, employing a fundamentally based investment process to maximize returns within defined risk parameters. Their Chief Investment Officer Solution includes planning, implementation, supervision, and reporting components. Clients primarily utilize pooled investment vehicles and separately managed accounts to access specialist managers selected by the firm. For Advisory Clients, the minimum account size is $10 million, with fees calculated based on total assets under management, up to a maximum rate of 0.95% per annum. The firm does not charge performance-based fees for Advisory Clients but may receive continuation fees from former clients investing in HC Private Vehicles. Private Equity Investors in HC Private Vehicles pay management fees and may elect to pay incentive compensation. Hirtle, Callaghan & Co., LLC conducts thorough due diligence on specialist managers, focusing on experience, investment strategy, and risk management. The firm's investment process involves valuation analysis, macro and market indicators, and risk assessment to make asset allocation decisions. Clients should be prepared for potential investment losses and understand the risks associated with pooled investment vehicles. The firm maintains high ethical standards, with a Code of Ethics in place to guide employee conduct. Hirtle, Callaghan & Co., LLC does not compensate non-employees for client referrals and ensures client assets are held by independent custodians. Clients receive regular reports and have access to account information through an online portal. The firm exercises investment discretion and votes client securities in accordance with established policies. Financially, the firm has no conditions likely to impair meeting contractual commitments.