Providing nonprofits and organizations with OCIO and consulting services since 1991.
Colorado Financial Management is proud and humbled that numerous institutions have chosen us as their investment manager. These institutions include nonprofits, endowments, and private foundations. Our goal is to help our clients meet their specific missions by managing their financial assets in a way that preserves capital, while allowing for prudent growth for the benefit of their stakeholders.
We accomplish this through careful consultation with investment committees and boards, sound investment principles based on fundamental analysis, lessons learned from the largest global endowments, and a repeatable and thorough risk-budgeting process. Our quarterly investment reporting and reviews are in-depth and transparent, allowing for frank dialogue on where we are and where we are going.
We have significant resources dedicated to the success of our institutional relationships, including educational seminars for new trustees and members on fiduciary best practices, investment principles reviews, and peer comparisons.
Our INvestment Process
Submitting an RFP
Is your organization looking for a fiduciary with a fresh perspective? RFP cycle here again? Let us know.