the client experience
The investment landscape has become much more complex relative to 20 years ago, as have the environments in which our clients operate—making it essential to leverage segment-specific investors who possess deep expertise tailored to each client’s unique needs. Families need to consider the tax implications to build a legacy. University endowments need to consider capital needs. Retirement, Insurance, and Government plans must manage a unique set of regulations. Our clients appreciate that our structure aligns with their organization types and the unique issues each client faces; this accelerates understanding and builds a level of trust. Practice Areas Built Around Client Priorities
Private Clients & Family Offices
Endowments & Foundations
Retirement, Insurance & Government
about ca
the client experience
Successful pools must constantly and deliberately manage difficult tradeoffs—balancing liquidity
ca events
Preserving and building wealth for our private clients and family offices is our core goal, especially as it transitions from generation to generation. Balancing the need for liquidity with opportunities in private investments is one area where we have conversations with our clients to help them think through their choices.”
The endowment and foundation space has been evolving over the past decade and recent policies have made it even harder, but more important, to navigate the role of their investments. Our experience and networks help our E&F clients work through the challenges that they face every day.” margaret chen head of endowments & foundations practice
needs against the growth opportunities provided by
investment research
private investments and private credit, or excess returns against tracking error. With sophisticated modeling tools and 50+ years of experience, we are well- positioned to help clients manage and execute on these equations.” brian mcdonnell head of retirement, insurance & government practice
our colleagues
firm ownership
notes
gretchen curry head of private client practice
7 cambridge associates year in review 2024–25
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