For Institutions
A disciplined steward, working as an extension of your team
Tutela serves endowments, foundations, pensions, labor organizations, and OCIO mandates. We bring institutional discipline to the capital your board is entrusted to protect, and we work alongside your team, not above it.
Our role
Stewardship, not salesmanship
Institutional capital carries a duty that outlasts any single committee. We help you meet it with a repeatable process, independent judgment, and reporting your board can stand behind.
We tailor every mandate to your objectives, risk tolerance, time horizon, liquidity needs, and guidelines. There is no house model to fit you into. The mandate is built around the institution it serves.
How we work with institutions
The institutional practice
Investment policy development and review
We draft and refine the investment policy statement that governs every decision, then revisit it as objectives evolve.
Asset allocation analysis
We model allocations against your objectives, risk tolerance, time horizon, and liquidity needs to frame the long-term plan.
Manager search, selection, and monitoring
We conduct disciplined due diligence to identify investment managers, then monitor them against mandate and expectation.
Portfolio construction and oversight
We build and oversee the portfolio as a whole, keeping risk, cost, and exposure aligned with policy.
Outsourced chief investment officer (OCIO)
Where you need delegated execution, we serve as your OCIO within clearly defined guidelines and reporting.
Performance measurement and reporting
We measure results against relevant benchmarks and report them with clarity and full transparency.
General investment consulting
We advise on the questions that sit between formal mandates, serving as a steady, independent counsel to your team.
Governance support
The support boards value
Strong governance is what allows institutional capital to endure. We support the structures and the people who carry that responsibility.
- Investment policy statements that codify objectives and constraints
- Spending policy guidance that balances today against tomorrow
- Board and committee education that strengthens oversight
- Transparent reporting that supports fiduciary decision-making
Client assets are held by an independent qualified custodian, Charles Schwab. Tutela never takes physical custody of client funds or securities. Your assets remain yours, held apart from the firm that advises you.
Find out if we’re the right fit
A brief, confidential conversation tells us both whether Tutela is the right guardian for what you are building. There is no obligation.
