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 engage
Two roles, one standard of care
Every institution engages us in one of two ways. The role depends on how much decision authority your board chooses to delegate. The discipline behind it does not change.
Outsourced Chief Investment Officer
When you delegate execution, we serve as your outsourced chief investment officer, making and implementing decisions within clearly defined guidelines and reporting back with full transparency.
What is included
- Investment policy development and review
- Asset allocation and portfolio construction
- Manager search, selection, and monitoring
- Performance measurement and reporting
- Ongoing governance and committee support
General Investment Consultant
When your committee retains decision authority, we advise as an independent, non-discretionary consultant, bringing the same discipline to the questions in front of your board.
What is included
- Investment policy statements and review
- Asset allocation analysis
- Manager due diligence and monitoring
- Portfolio oversight and performance reporting
- Board and committee education
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.
Charles Schwab is an independent, unaffiliated custodian. Naming it does not imply a partnership, affiliation, or endorsement between Tutela Advisory Group and Charles Schwab.
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.
