Your Mission, Our Priority
Built for
Results.
Your Mission, Our Priority
Built for
Results.
Your Mission, Our Priority
Built for
Results.
We design solutions that
drive
Results.
At Dyad Capital, we provide holistic and objective investment management designed to meet the unique needs of non-profits, foundations, endowments, and institutions. Our clients benefit from the personalized attention of a boutique firm combined with the depth of institutional expertise. We take the time to understand your organization’s mission and financial goals, craft thoughtful asset allocation strategies, and deliver solutions that address both current challenges and long-term objectives. Above all, we aim to build enduring partnerships grounded in trust, transparency, and results.
At Dyad Capital, we provide holistic and objective investment management designed to meet the unique needs of non-profits, foundations, endowments, and institutions. Our clients benefit from the personalized attention of a boutique firm combined with the depth of institutional expertise. We take the time to understand your organization’s mission and financial goals, craft thoughtful asset allocation strategies, and deliver solutions that address both current challenges and long-term objectives. Above all, we aim to build enduring partnerships grounded in trust, transparency, and results.
/OUR MISSION/
To steward capital for nonprofits and families growing it thoughtfully, protecting it responsibly.
We provide personalized investment strategies that align with long-term goals and values.
2
Investment Stratigies
2
Investment Stratigies
2
Investment Stratigies
24/7
Avaliablity for clients
24/7
Avaliablity for clients
24/7
Avaliablity for clients
100%
Client retention
100%
Client retention
100%
Client retention
/OUR SERVICE MODEL/
/OUR SERVICE MODEL/
/OUR SERVICE MODEL/
01
Discovery & Alignment
Every website we design is crafted to engage and inspire, built on proven principles of what makes users stay, explore, and return.
01
Discovery & Alignment
Every website we design is crafted to engage and inspire, built on proven principles of what makes users stay, explore, and return.
01
Discovery & Alignment
Every website we design is crafted to engage and inspire, built on proven principles of what makes users stay, explore, and return.
01
Discovery & Alignment
Every website we design is crafted to engage and inspire, built on proven principles of what makes users stay, explore, and return.
02
Strategic Planning
We develop a personalized investment strategy that considers your time horizon, risk tolerance, cash flow needs, and long-term objectives.
02
Strategic Planning
We develop a personalized investment strategy that considers your time horizon, risk tolerance, cash flow needs, and long-term objectives.
02
Strategic Planning
We develop a personalized investment strategy that considers your time horizon, risk tolerance, cash flow needs, and long-term objectives.
02
Strategic Planning
We develop a personalized investment strategy that considers your time horizon, risk tolerance, cash flow needs, and long-term objectives.
03
Portfolio Construction
Using disciplined, research-driven methods, we build a diversified portfolio designed to deliver performance while managing risk and staying aligned with your purpose.
03
Portfolio Construction
Using disciplined, research-driven methods, we build a diversified portfolio designed to deliver performance while managing risk and staying aligned with your purpose.
03
Portfolio Construction
Using disciplined, research-driven methods, we build a diversified portfolio designed to deliver performance while managing risk and staying aligned with your purpose.
03
Portfolio Construction
Using disciplined, research-driven methods, we build a diversified portfolio designed to deliver performance while managing risk and staying aligned with your purpose.
04
Implementation & Execution
We handle all aspects of implementation—from asset allocation to stock selection—ensuring seamless execution with full transparency.
04
Implementation & Execution
We handle all aspects of implementation—from asset allocation to stock selection—ensuring seamless execution with full transparency.
04
Implementation & Execution
We handle all aspects of implementation—from asset allocation to stock selection—ensuring seamless execution with full transparency.
04
Implementation & Execution
We handle all aspects of implementation—from asset allocation to stock selection—ensuring seamless execution with full transparency.
05
Ongoing Oversight & Communication
We continuously monitor performance, provide regular reporting, and proactively adapt your strategy as markets shift or your needs evolve.
05
Ongoing Oversight & Communication
We continuously monitor performance, provide regular reporting, and proactively adapt your strategy as markets shift or your needs evolve.
05
Ongoing Oversight & Communication
We continuously monitor performance, provide regular reporting, and proactively adapt your strategy as markets shift or your needs evolve.
05
Ongoing Oversight & Communication
We continuously monitor performance, provide regular reporting, and proactively adapt your strategy as markets shift or your needs evolve.
/OUR SERVICES/
Thoughtful investment management for mission-driven capital.
01
Boutique Service, Institutional Strength
We begin by clarifying each organization's mission-driven goals, and time horizon. For nonprofits, we prioritize mission alignment, liquidity requirements, and income generation needs to support your programmatic objectives.
02
Making Complex Simple
We turn intricate investment challenges into clear, actionable solutions designed specifically for your institution's objectives. Our specialized approach cuts through market complexity and delivers strategic clarity when you need it most.
03
Providing Impartial Stewardship You Can Trust
Through our transparent investment framework, we deliver completely independent fiduciary guidance with clear, objective counsel. We serve exclusively your organization's priorities, helping you establish genuine and enduring financial strength for your institution, your purpose, and your stakeholders.
04
Taking a Full-Portfolio Perspective
Taking a Full-Portfolio Perspective means we manage every component of your investment strategy as interconnected pieces of a unified whole. From your core equity and fixed-income holdings to cash management and alternative investments, we optimize each element to work in harmony with your institution's complete financial objectives.
01
Boutique Service, Institutional Strength
We begin by clarifying each organization's mission-driven goals, and time horizon. For nonprofits, we prioritize mission alignment, liquidity requirements, and income generation needs to support your programmatic objectives.
02
Making Complex Simple
We turn intricate investment challenges into clear, actionable solutions designed specifically for your institution's objectives. Our specialized approach cuts through market complexity and delivers strategic clarity when you need it most.
03
Providing Impartial Stewardship You Can Trust
Through our transparent investment framework, we deliver completely independent fiduciary guidance with clear, objective counsel. We serve exclusively your organization's priorities, helping you establish genuine and enduring financial strength for your institution, your purpose, and your stakeholders.
04
Taking a Full-Portfolio Perspective
Taking a Full-Portfolio Perspective means we manage every component of your investment strategy as interconnected pieces of a unified whole. From your core equity and fixed-income holdings to cash management and alternative investments, we optimize each element to work in harmony with your institution's complete financial objectives.
01
Boutique Service, Institutional Strength
We begin by clarifying each organization's mission-driven goals, and time horizon. For nonprofits, we prioritize mission alignment, liquidity requirements, and income generation needs to support your programmatic objectives.
02
Making Complex Simple
We turn intricate investment challenges into clear, actionable solutions designed specifically for your institution's objectives. Our specialized approach cuts through market complexity and delivers strategic clarity when you need it most.
03
Providing Impartial Stewardship You Can Trust
Through our transparent investment framework, we deliver completely independent fiduciary guidance with clear, objective counsel. We serve exclusively your organization's priorities, helping you establish genuine and enduring financial strength for your institution, your purpose, and your stakeholders.
04
Taking a Full-Portfolio Perspective
Taking a Full-Portfolio Perspective means we manage every component of your investment strategy as interconnected pieces of a unified whole. From your core equity and fixed-income holdings to cash management and alternative investments, we optimize each element to work in harmony with your institution's complete financial objectives.
01
Boutique Service, Institutional Strength
We begin by clarifying each organization's mission-driven goals, and time horizon. For nonprofits, we prioritize mission alignment, liquidity requirements, and income generation needs to support your programmatic objectives.
02
Making Complex Simple
We turn intricate investment challenges into clear, actionable solutions designed specifically for your institution's objectives. Our specialized approach cuts through market complexity and delivers strategic clarity when you need it most.
03
Providing Impartial Stewardship You Can Trust
Through our transparent investment framework, we deliver completely independent fiduciary guidance with clear, objective counsel. We serve exclusively your organization's priorities, helping you establish genuine and enduring financial strength for your institution, your purpose, and your stakeholders.
04
Taking a Full-Portfolio Perspective
Taking a Full-Portfolio Perspective means we manage every component of your investment strategy as interconnected pieces of a unified whole. From your core equity and fixed-income holdings to cash management and alternative investments, we optimize each element to work in harmony with your institution's complete financial objectives.
or get to know us first!
2
Managing Partners
talented
individuals
200+
volunteer hours/year
passion to serve
We are a pair of positive thinkers, dedicated to helping organizations continue their missions.
