Agility has provided Outsourced CIO services to a select group of endowments, foundations, and family offices since inception in 2007. Led by six partners with over 150 years of collective investment experience, our team works closely with a limited number of clients to develop and execute customized investment solutions. By providing the dedicated resources, expertise, and daily oversight that prudent management of long-term assets demands, we strive to make each client feel as if it has its own in-house investment team. 

We founded Agility on a few simple ideas that remain the core tenets of our investment philosophy today: collaborative decision-making; multi-manager, multi-asset class portfolio construction; customized asset allocation; and rigorous due diligence on each investment. These ideas form the basis of our approach to everything we do – from manager selection and portfolio construction to operational due diligence and risk management. 

Please visit our website to learn more about Agility's services or to contact a member of our team. 

Assets are managed by Perella Weinberg Partners Capital Management LP ("Agility"). The information provided here is for general informational purposes only. Nothing contained in our social media account constitutes investment, legal or tax advice, or an offer or recommendation to buy, sell or hold any securities. Dated content speaks only as of the date indicated, and forward-looking statements are subject to risks and uncertainties. 


Outsourcing

Investment Management

Agility Outsourced Chief Investment Officer

Brad Edson

Trey Thompson

Kent Muckel

Annette Narans

Colton Eicher

Frances Ni

The Business Development Team at Agility Outsourced Chief Investment Officer is responsible for identifying and nurturing new client relationships, expanding the firm's client base, and driving growth through strategic partnerships. Led by directors with extensive industry experience and supported by analysts, the team focuses on promoting Agility's customized investment solutions and collaborative approach to asset management. They work to understand the specific needs of potential clients, presenting tailored investment strategies that align with Agility's core tenets and expertise.

Business Development Team

Finance and Investment

Leadership Team

Portfolio Management and Accounting Team

Business Development Team

About

Team members

Other teams at Agility Outsourced Chief Investment Officer

Finance and Investment

Leadership Team

Portfolio Management and Accounting Team