Consulting Services.

Strategic, Independent Guidance for Long Term Stewards of Capital.

Wind River Capital Strategies provides institutional investment consulting designed exclusively for endowments and foundations. Our work is grounded in objectivity, fiduciary integrity, and strategic depth, tailored to organizations navigating increasingly complex investment mandates.

We partner with clients on a non-discretionary basis to evaluate and enhance every dimension of their investment program — fiercely independent, always in the client’s best interest.

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Investment Program Design & Policy Framework

  • Custom investment programs aligned to mission, horizon, and spending needs

  • IPS development and refinement to clarify governance and risk guidelines

  • Asset allocation analysis based on constraints and objectives

Fiduciary Support & Board Level Advisory

  • Consulting to boards, investment committees, and executive staff

  • Investment education to align stakeholders and beliefs

  • Support during transitions or dislocations to maintain confidence

Asset Allocation & Manager Evaluation

  • Strategic and tactical allocation informed by market expectations

  • Manager search, diligence, and evaluation across asset classes

  • Performance benchmarking, reporting, and attribution analysis

What Makes Us Different?

  • 100% independent and conflict-free: no referral fees, soft dollars, or affiliated products

  • Built by a former Goldman Sachs, J.P. Morgan, and Bernstein executive with decades of institutional experience

  • Designed for mid-sized institutional investors often overlooked by large asset managers, OCIO’s and consulting firms

Ready To Evaluate Your Investment Strategy?

Schedule a conversation to learn how our consulting solutions can help your organization achieve long-term financial goals with clarity and discipline.