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 and foundations with $200M–$2B in AUM that seek the perspective and rigor of an experienced investment office, but delivered with independence, precision, and full transparency.

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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.