Clear Communication, Always
We don’t just deliver results, we explain the decisions behind them. Transparent, consistent communication makes us true partners.
Enduring partnerships
Trust Through Clarity
and Alignment
Clients come to Makena at different stages in their investment journey. Regardless of the entry point, we understand that they are seeking not just compelling investment results, but a partner they can rely on to be responsive and stand with them over decades.
Our approach turns partnership into an advantage and stewardship into shared purpose.
Stewardship Tailored to Your Needs
Makena delivers thoughtful portfolio management, asset allocation, manager and investment selection, and customized reporting.
We serve more than 50 endowments and foundations across the globe and have deep experience supporting the unique objectives, governance structures, and long-term investment needs of these institutions.
We make our involvement easy and efficient for your leadership and organization. Each client has a dedicated Makena team with multiple points of contact.
Our goal is to integrate with all your stakeholders to create a seamless partnership that is customized for your needs.
For more than two decades, our experienced investment professionals have managed long-term capital on behalf of multigenerational institutions, bringing deep expertise across both investment management and operational execution.
We provide a holistic, endowment-style portfolio as well as individual, asset class-specific solutions. Clients benefit from scale and immediate access to alternative and private asset portfolios.
As a partner-owned firm, our interests are aligned with those of our clients, many of whom have been with us for more than a decade.
Investing for the Next Generation and Beyond
Makena partners with families seeking to build diversified investment portfolios intended to preserve and grow capital for multiple generations.
We focus on long-term alignment, thoughtful diversification, and consistency across market cycles. We partner in a way that best meets your needs, as fully Outsourced CIO, or a private markets solution.
We seek to be an essential professional and personal partner. We welcome family members and staff onsite for investment and operational training. Our roundtable discussions serve as educational opportunities and networking events for our clients. We also support clients in building their investment teams through vetted referrals, and provide access to a network of trusted service providers.
Sophisticated, Institutional Quality Solutions
Makena works with a select group of partners, including sovereign wealth funds, private banks, and wealth management platforms. We extend access to institutional-quality alternative investment strategies, offering a complementary allocation tailored to clients’ long-term investment objectives.
The breadth of our investment experience, industry relationships, and operational capabilities make Makena a valuable partner. We act as an extension of the clients’ investment team, engaging in open dialogue on investment themes and on specific investment opportunities, and often making manager introductions and sharing our due diligence.
