At Context Capital, we believe that there is no single investment strategy that meets all client’s needs and any investment solution must reflect the philosophy, beliefs and context of the client. 

Hence our name.

Context Capital provides institutional grade investment consulting and endowment portfolio services in a personable and approachable way. The Context team aims to deliver value through a focus on deep engagement, strong governance and a fiduciary mindset in service of our clients' investment philosophies, beliefs and goals. 

Context Capital services independently minded financial advisory firms, endowments, not for profits, boutique institutions and local government.

Context Capital

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Context Capital

Org chart

Teams

Offices

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