INVESTMENTS | INSTITUTIONS

Disciplined. Repeatable. Process.

You have a dedicated partner in Sendero^® who understands your structure, will develop a plan for your growth, and maintain a strategic partnership for maintaining your assets in perpetuity. Our team of institutional advisors have the skill in creating a disciplined repeatable process and have the experience working with advisory and investment board members.

Dis·ci·plinedADJECTIVE

showing a controlled form of behavior or way of working

Our approach has been developed over decades of successful engagements for clients representing a broad spectrum of institutions, endowments, foundations, and organizations.

Re·peat·ableADJECTIVE

able to replicate again

We have built on each successful engagement by adjusting where needed, adapting as required and developing a standard that works.

Pro·cessNOUN

a series of actions or steps taken to achieve a particular end

Institutions want to see their assets grow in perpetuity. Markets will fluctuate. Our team intentionally thinks about protecting your portfolio and achieving your goals of sustained growth.

From Plan to Portfolio

Sendero^® has a long history of serving institutions. Engagements are long-term relationships based on constructing tailored solutions and providing ongoing support to manage investment decisions. Trust and integrity are at the core of these connections.