GEM partners with a select group of endowments, foundations, sovereigns, families, and other long-term investors to protect and grow multi-generational capital. We craft sophisticated portfolios to meet clients’ objectives and deliver access to a diversified mix of asset classes and alternative investments.
* As of July 1, 2025
As the investment office for our clients, we strive to be an integrated partner. We design portfolios around specific goals and constraints, including risk tolerances, liquidity requirements, and strategic plans. But we also look to build a deeper foundation of trust and rapport, standing ready to collaborate on a broad range of financial and organizational matters as if we were an embedded member of the team.
Boutique size and deep partnership
Custom portfolios aligned with your goals1
The resources and expertise of a leading investment office
We proudly serve a select group of mission-driven nonprofits and long-term investors.
We aim to translate our clients’ return goals, spending needs, and risk tolerance into an appropriate portfolio structure, then leverage our extensive networks and endowment experience to source and underwrite compelling manager and investment opportunities across asset classes. We use diversified custom and commingled structures to help ensure efficiency, fairness, and alignment across our clients. Both multi-asset and asset class–specific portfolios are built using a single, rigorous investment process.3
Head of Venture Capital, Kate Simpson, joined David Weisburd on the How I Invest podcast to share how GEM evaluates venture managers and builds conviction through disciplined sourcing, rigorous reference work, and thoughtful fund-level underwriting in an increasingly bifurcated market.
In our 2026 Outlook, the GEM team explores the key forces driving today’s evolving market cycle, from AI-led capital spending to shifting dynamics in private markets, biotech, and real estate, and what they mean for positioning in the year ahead.
In this edition of The Long View, Co-CIO Matt Bank explains why managing risk with structure, discipline, and flexibility is essential for long-term investors, and how GEM’s approach helps portfolios endure uncertainty.
Let’s start a conversation about how we can help.
1Custom allocations require investing through a customized portfolio, which typically incurs a higher expense load than a commingled portfolio.
2 These individuals represent current clients invested with GEM. They have not been compensated or incentivized in any way for their comments, and GEM is not aware of any conflicts. The clients featured do not include all clients invested with GEM, and the comments provided are specific to these clients and not necessarily indicative of the experience of all GEM clients.
3 Returns are not guaranteed. Custom allocations require investing through a customized portfolio, which typically incurs a higher expense load than a commingled portfolio.
