Our Core Tenets

Trust

"I trust you” is the highest compliment we can receive; we aspire to be the most trusted OCIO provider in the industry.

Commitment

When we partner with a client, we agree not only to represent them, but to act in their best interests.

Integrity

Every day, we have an obligation to protect, uphold and enhance our reputation and that of our clients.

Diversity

We embrace diversity, not merely because it’s right, but because it creates the most interesting and vibrant environment.

Support

We believe serving as the OCIO is more than just being an investment partner; we provide support beyond managing investment assets.

Collective Wisdom

We believe in the collective wisdom of the group. Complex issues are best solved with open discussion and sharing of ideas.

Entrepreneurial Spirit

We are an entrepreneurial and nimble firm. We seek to use this as an advantage in serving our clients.
Life at Agility

At Agility, our culture is driven by the same core ethical tenets that guide the work we do every day. Our people are industrious, entrepreneurial, and forward-thinking. We value diversity of thought and a supportive, collaborative environment. We have high expectations of ourselves and of each other. We believe in the transformative power of giving back to our communities. And above all, we are deeply committed to serving our clients in pursuit of their missions.

Benefits

Agility offers a comprehensive benefits package for all employees.  Our benefits are designed to ensure our teams are supported at every stage in their career.  Some of our Benefits include:

  • Medical, Dental and Vision Insurance
  • Company Paid Life Insurance
  • Flexible Spending Account Plans
  • Employee Assistance Program
  • 401K Plan with Safe Harbor Contributions
  • 10 Company Paid Holidays and generous vacation time
  • Parental Leave Program- Up to 16 weeks for primary caregiver
Internship Opportunities

We love to grow and develop talent.  We hire a select few interns each year to work with our investment, client service and operations teams.  Want to know more?

Email talent@agilitycio.com and include your resume for consideration.