Hirtle & Co. provides discretionary investment advisory services to individuals, families, trusts, estates, and institutions. Operating as an outsourced investment office, Hirtle & Co. builds customized portfolios by allocating client capital across various asset classes and independent specialist managers. The core offering, known as the Chief Investment Officer Solution, begins with a comprehensive consultation to understand each client's financial goals, risk tolerance, and time horizon. Hirtle & Co. then designs a customized asset allocation, selects and monitors specialist money managers, and provides ongoing reporting. Clients access these strategies primarily through pooled investment vehicles like HC Capital Trust and private investment funds, or through separately managed accounts. Hirtle & Co. also assists clients with legacy illiquid assets and self-directed securities upon request.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Maximum current advisory fee rate is 0.95% per year. Fees are negotiable based on account value and other factors.