Institutional Asset Management Solutions
Preserve and grow your organization’s assets with strategies designed for long‑term sustainability and mission alignment. ARIA delivers institutional‑level guidance tailored to foundations, endowments, and nonprofits.
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Manage Your Institution's Finances with Confidence
Protecting and growing your institution’s endowment can feel overwhelming and pull focus from your core mission. ARIA partners with your board and leadership team to implement industry-leading best practices that build trust among stakeholders and strengthen your financial foundation, so you can focus on advancing your mission.
Fiduciary Oversight You Can Trust
As an Investment Steward, your fiduciary responsibility is critical, and we share that obligation. As a Registered Investment Advisor under the Investment Advisers Act of 1940, ARIA is legally bound to act in your best interest. We partner with boards of foundations, private schools, and nonprofits, bringing deep knowledge and a clear understanding of the high expectations you face as a trustee of your institution’s endowment.
Comprehensive Services for Institutions
Our solutions are designed to meet the unique needs of mission-driven organizations.
Investment Policy Development
Crafting policies that reflect your mission and objectives.
Portfolio Management
Disciplined strategies for growth and risk mitigation.
Governance & Fiduciary Support
Ensuring compliance and best practices for oversight.
Performance Reporting & Transparency
Clear, detailed reporting for boards and stakeholders.
Mission-Aligned Investing
Integrating ESG and values-based strategies where appropriate.
Strengthen Your Institution’s Financial Future
Partner with ARIA to manage your assets responsibly and strategically.
Why Institutions Trust ARIA
Knowledge in Complex Portfolios
Decades of experience managing institutional assets.
Customized Strategies
Tailored to your mission and financial objectives.
Institutional-Level Resources
Access to advanced tools and research.
Commitment to Transparency
Clear reporting and governance support.
Let’s Build Your Institution’s Financial Future Together
Your mission deserves a strategy as strong as your vision. Partner with ARIA for institutional asset management that delivers confidence, transparency, and long-term growth.