Maximize your impact - Today and for generations

As an outsourced investment office that exists solely to serve the needs of foundations and endowments, we understand the responsibility of managing assets dedicated to doing good. Our mission is to help you fully realize your investment objectives so you can make a positive impact on the world.

Our Philosophy

A balanced approach to portfolio construction

With a long-term outlook and thoughtful approach, we help our clients balance their portfolio to decrease volatility and maximize gifting power over time. 

We balance asset allocation so your portfolio is comprehensive and diverse. We balance risk to support your aspirational goals while meeting short-term essential obligations.

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Why it matters

As your outsourced chief investment officer, our mission is to support your mission.

Our Approach

We provide total portfolio management, including:

  • Asset allocation and rebalancing
  • Manager due diligence and monitoring across both public and private landscapes
  • Risk and liquidity management
  • Opportunistic use of both passive and active management strategies
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First Security Building
Our team

Your Mission. Our Expertise.

Cynosure thrives on collaboration. When you work with us, you gain access to our whole team of highly experienced investment professionals. Working across disciplines, we bring a wealth of experience and insight to help meet your organization’s short- and long-term objectives.

Meet the Team
First Security Building
our story

A rich history of success

Originally created to manage the foundations and trusts of multiple branches of the Eccles family, Cynosure now serves many other like-minded individuals, institutions, and multi-generational families. With our rich history and commitment to values-driven organizations, we're an ideal partner to help you realize your long-term vision.
Our History
Salt Lake City
(801) 521-3100
111 S. Main Street, Suite 2350
Salt Lake City, UT 84111
New York City
(801) 521-3100
152 W 57th St, Suite 16N
New York, NY 10019