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.
Company Details
- Employees
- 7
- Founded
- -
- Address
- 500 Us Route One,
- Phone
- +1 877 427 7227
- in****@****ors.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- harpswelladvisors.com
- Keywords
- OCIO, Endowments, Foundations, Investment Policy Analysis, RFP Execution, Investments, Institutional Investments, Wealth Management, Investment Committee Advocacy, Investment Manager Review, Passive Investing, Active Investing, ESG Investing, Investing for Religious Institutions, Non-Profit Investments, Government Endowments, cash+ portfolios.
- HQ
- Yarmouth, Maine
Harpswell Capital Advisors Questions
Harpswell Capital Advisors's helpline number is +1 877 427 7227
Harpswell Capital Advisors's website is harpswelladvisors.com
Harpswell Capital Advisors's LinkedIn profile is https://www.linkedin.com/company/harpswell-capital-advisors
Harpswell Capital Advisors has
7 employees.
View email and phone details for 7
employees at Harpswell Capital Advisors.
Harpswell Capital Advisors's industry is
Financial Services
Harpswell Capital Advisors's top competitors are
Mill Creek Capital Advisors,
Areti Capital Advisors,
Opus Ventures,
North Atlantic Capital,
Oneoutdoor Holdings [Acquired],
Stroudwater Capital Partners - Rural Healthcare,
The Elmet Group,
Brandempower, Inc.,
Yarbrough Capital Advisors,
Oak & Stone Capital Advisors.
Harpswell Capital Advisors's support email address is info@harpswelladvisors.com
Harpswell Capital Advisors's categories are Financial Services
Harpswell Capital Advisors's founding year is 2013
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