Businesses, Institutions, & Endowments

Partners in Stewardship

Businesses, institutions, and endowments are complex organizations with substantial opportunities beyond portfolio management. We seek to partner with you in aligning your portfolio needs with the purpose of your business and mission. We understand there are unique challenges facing your organization—from regulatory requirements to stakeholder expectations. Our goal is to provide resilience to market forces within the construct of these challenges.

What We Do

Institutional Investment Management

Our investment offerings will complement a full investment offering. Bespoke investment opportunities can offer alpha generating sleeves within a broader portfolio, such as our best ideas in public markets or uniquely sourced private deals. Learn More.

Outsourced Chief Investment Officer (OCIO)

For institutions requiring dedicated investment leadership, our OCIO services provide comprehensive investment office capabilities without the overhead of building internal infrastructure. We work within existing investment policies or help develop your own. Our OCIO approach ensures institutional-quality investment management while maintaining the flexibility and personal attention that larger providers often cannot deliver. Learn More.

Why Partner with WMK

Long-Term Perspective
Our mindset thinks in decades, not quarters. Our investment philosophy aligns naturally with organizations that must balance current needs with long-term sustainability. We understand that institutional success requires patience, discipline, and the ability to maintain strategic focus through market volatility while staying true to your mission and fiduciary responsibilities.
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Deep Expertise
Our team brings institutional-quality investment expertise combined with operational experience that helps us understand the complexities of running an organization. Investment services should complement and enhance the overall goals of the organization, not stand in the way of its success.
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Featured Insights

Case Study: Building Scalable Returns Through Reinsurance Investment

The Challenge WMK Investment Partners recognized an underappreciated opportunity within the casualty insurance space—specifically in the high-frequency, low-severity segment of risk. These types of exposures, ...
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Case Study: Elevating Returns Through Specialized Multi-Family Investment Management

The Challenge WMK’s investment strategy emphasizes collaboration with specialized, high-performing third-party managers who demonstrate deep domain expertise. We seek opportunities in sectors where risk-adjusted returns ...
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Case Study: CFC Required Reserve Portfolio

The Challenge A Controlled Foreign Corporation’s (CFC) investment policy statement (IPS) mandated a conservative, risk-managed approach centered around fixed income investing. This posed a significant ...
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