Consulting Services.

Strategic, Independent Guidance for Long Term Stewards of Capital.

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Wind River Capital Strategies provides institutional investment consulting designed exclusively for endowments & foundations and institutional investors. 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 and utilizing the most advanced Ai toolset.

  • 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

Investment Program Design & Policy Framework

  • Consulting to boards, investment committees, and executive staff

  • Investment education to align stakeholders and beliefs

  • Support during transitions or dislocations to maintain confidence

Fiduciary Support & Board Level Advisory

  • Strategic and tactical allocation informed by market expectations

  • Manager search, diligence, and evaluation across asset classes

  • Performance benchmarking, reporting, and attribution analysis

Asset Allocation & Manager Evaluation

What Makes Us Different?

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

  • Ai at the heart of the platform - and built by a former Goldman Sachs, J.P. Morgan, and Bernstein executive with decades of institutional experience

  • Designed for institutional investors often frustrated or 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.