Our Services
Context Capital offers a range of services to Financial Planning firms, Endowments and Asset Consultants. Our services can be supplied on a stand alone basis or as part of broader solutions.
Investment committee structures and decision protocols you'll actually use.
Objectives, beliefs, and policy frameworks that guide real decisions.
Portfolios that express your investment beliefs within practical constraints.
Unconflicted and independent manager research across all asset classes.
Ongoing management including rebalancing, attribution, and reporting.
Articulate the principles guiding your investment decisions.