Advisory Services.
Embedded Expertise. Strategic Partnership. Institutional Clarity.
For institutions seeking deeper engagement, Wind River Capital Strategies provides a high-touch advisory relationship that extends beyond episodic consulting. We become an embedded partner — aligned with your governance structure, investment beliefs, and long-term mission.
Our Advisory Services are tailored for endowments & foundations and institutional investors that seek the perspective and rigor of an experienced investment office, but delivered with independence, precision, and full transparency.
Strategic Advisory Engagements
Long-term, retainer-based relationships with regular interaction and portfolio reviews
Development of capital markets outlooks and risk frameworks tailored to mission and constraints
Continuous collaboration with CIOs, board chairs, and investment staff
Embedded Partnership Without Discretion
All the insight of an outsourced CIO, without taking investment discretion
Fiduciary-focused guidance with no affiliations, products, or conflicts
True partnership for institutions who want to remain in control but enhance execution
Governance & Policy Design
Investment policy creation and revision to reflect fiduciary best practices
Definition of investment beliefs, spending rules, and ESG integration (when applicable)
Support in structuring decision-making processes and delegation models
Why Our Clients Choose Advisory over OCIO
Desire for ongoing insight without handing over portfolio discretion
Need for experienced, steady guidance across multiple committees or leadership changes
Preference for working with a firm where the principal (not a junior team) leads all interaction
Lets Become Strategic Partners
Learn how WRCS Advisory can help your institution gain clarity, improve governance, and strengthen investment discipline without ceding control.