Patrick CFA's Contact Details

Patrick CFA's Company Details

Agility Outsourced Chief Investment Officer

Denver, CO, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

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 140 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. Perella Weinberg Partners Capital Management LP, a registered investment adviser with the U.S. Securities and Exchange Commission, manages Agility. Please visit our website to learn more about Agility's services or to contact a member of our team.