Organizations

We work collaboratively with corporations, foundations and endowments to provide sophisticated asset management and retirement plan solutions.

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Organizational Asset and Capital Management Solutions

Organizations entrusted with significant financial responsibilities face complex challenges that require more than basic investment advice. They need a partner with Sophisticated Strategies, advanced financial acumen and modern solutions to deliver better outcomes for stakeholders.

Whether you’re an executive at a corporation or oversee a foundation or endowment, we work closely with you, your board and investment committees to develop asset management and retirement plan solutions that align with your mission, fiduciary responsibilities and long-term vision. Through expert guidance and a commitment to fiduciary excellence, we help you steward capital responsibly and position your assets for sustainable growth.

Our approach brings clarity to complex financial decisions, so you can advance your organization’s mission and meet stakeholder expectations with confidence.
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Our Organizational Services

  • Asset Management: Optimize cash, excess reserves and working capital through tailored investment solutions.
  • Portfolio Development: Build and manage customized portfolios aligned with your organization’s objectives.
  • Retirement Plan Advisory: Oversee retirement plans, from plan design to employee education, while coordinating with third-party administrators.
  • Endowment and Foundation Support: Establish investment policy statements, manage accounts and provide strategic guidance for long-term stewardship.
  • Board and Governance Expertise: Leverage our experience on nonprofit and corporate boards to deliver independent oversight and forward-looking recommendations.
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Committed to Community

We are committed to strengthening and investing in our local communities and the communities of our clients.

  • 18 Local Charities Supported in 2025
  • 7 Nonprofit Board Seats Held

Stewardship You Can Trust

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“Partnering with Gilbert & Cook is an independent way to have better board governance. We’re able to provide that governance and set parameters that are in the best interests of the board and the stakeholders. We act as fiduciaries of that board to be good stewards of the dollars.”

– Brandon Grimm, Partner & Chief Investment Officer

Want to Help Others Live a Life of Abundance®?

At Gilbert & Cook, we inspire abundance – for clients and employees alike. We take pride in our work and the genuine relationships we build. If you are an experienced financial professional, passionate about your personal learning and career growth, we invite you to review our current openings.

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