Your investments should reflect your mission, not just your balance sheet.
We start by listening, then we bring the tools, from values-aligned screens to a dedicated place-based carve-out, to put your capital to work in the communities you already serve.
Mission alignment isn't one setting. It's a spectrum.
Most organizations fall somewhere on this spectrum, not at one end. We help you figure out where you are and where you want to go.
Mission alignment isn't one setting. It's a spectrum.
Most organizations fall somewhere on this spectrum, not at one end. We help you figure out where you are and where you want to go.
Performance-Focused
Zenith Core
Designed for clients focused entirely on maximizing financial efficiency and risk-adjusted returns.
Light Impact Considerations
Zenith Sustainable
Designed for clients who want to integrate ESG and responsible mission areas.
Impact-Driven
Zenith High Impact
Values alignment is the highest priority, and clients are comfortable accepting different returns.
Community capital, institutional discipline.
For foundations ready to carve out a portion of their endowment, typically $2M to $10M, for place-based investing, we bring deal access, due diligence infrastructure, and board-level reporting shaped by on-the-ground presence. The kind of local footprint that differentiates us from national OCIOs.
Local relationships and diligence support our process. They don't guarantee investment outcomes. Your core portfolio stays exactly where it is; the carve-out sits alongside it.
OUR CAPABILITIES
What Zenith brings to a carve-out mandate
- Deal sourcing framework & underwriting
- A scoring framework for community-catalytic opportunities
- Governance & reporting built specifically for the carve-out
- Coordination with your existing OCIO or investment committee, so reporting cycles and governance calendars line up and the carve-out never creates a blind spot for your board
- Board-ready materials that make the case for place-based investing on fiduciary grounds, not just mission grounds