Articles for boards

How a Chief Investment Officer (OCIO) at BULLWEALTH works with you

As we visit different not-for-profit organizations and talk to their executives and investment committees, we often find that there is some confusion as to how a relationship with an Outsourced Chief Investment Officer (OCIO) firm is implemented. In…


Welcome to the inaugural edition of FOUNDATIONS

We at BULLWEALTH have created this publication for individuals working and volunteering in the charitable and non-profit sectors. Our goal is to help foster an environment of better investment management of the crucial dollars that are entrusted to them. A dollar…


Endowment funds have the opportunity to make a difference in how charities fulfill their missions

The oversight of a charity’s investments can involve considerable fiduciary risk. How charities manage and mitigate this risk is probably the most important aspect of the investment management process. The term “fiduciary” is a bit of a mouthful but…