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Hirtle Callaghan Selects InvestEdge.

Brian Burns
Brian Burns

Hirtle Callaghan, an investment firm that manages over $20 billion, selected the InvestEdge operating platform to support its growth and client service objectives. InvestEdge will provide Hirtle Callaghan's investment officers and portfolio managers with a single-source solution to support critical functions like portfolio management, performance reporting, and client reporting. The selection of InvestEdge will help Hirtle Callaghan maintain a high level of service and solution quality for its clients.

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Media Contact Matthew Hutchison 412-860-8067 mhutchison@investedge.com Hirtle Callaghan Selects InvestEdge Advisor Solution InvestEdge Platform Chosen to Support Firms Key Business Objectives PHILADELPHIA, PANovember 14, 2012Hirtle, Callaghan & CO., the firm that pioneered the rapidly expanding Outsourced Chief Investment Officer industry niche, has selected the InvestEdge operating platform. The firm chose the InvestEdge solution to support its client service objectives in the face of continuing growth. Hirtle Callaghan currently supervises over $20 billion for family groups and institutions. We exist to serve our clients and we are serving them in an investment marketplace that has never been more complex or volatile. Our first priority is maintaining a level of service and solution quality that is second to none. To accomplish that, we need a robust, state-of-the-art operating system and we believe InvestEdge is that system. It will enhance the integrity and quality of our operations while increasing efficiency and reporting flexibility and, therefore, help us continue to offer a growing range of total investment solutions, explains Jonathan J. Hirtle, Chief Executive Officer. InvestEdge will provide the firms Investment Officers and Portfolio Managers with a single-source solution to support critical investment management and client reporting activities. Services delivered by the platform include portfolio management, performance measurement, client reporting, trade automation compliance monitoring and data aggregation. InvestEdge will also integrate with Hirtle Callaghans CRM solution as well as provide the firms clients with access to account and performance data through a secure portal. Bob Stewart, President and CEO of InvestEdge, says, Hirtle Callaghan has a tremendous reputation in the investment management industry. Were extremely pleased they have chosen us as a partner, and are looking forward to contributing to their continued success. InvestEdge delivers innovative solutions and exceptional service and support to serve investment advisors. The web-based system is now used by 63 investment firms that collectively manage assets totaling more than $673 billion. #### About InvestEdge, Inc. InvestEdge is a leading provider of innovative advisor solutions to large banks, HNW advisors, and brokerage firms. Through an integrated wealth management platform, InvestEdge automates key front-office functions including portfolio management, performance measurement, client reporting, compliance monitoring, trade automation and data aggregation. Founded in June of 2000,
InvestEdge has quickly grown through the addition of major customers such as Wilmington Trust, Glenmede Trust, Keybank, Central Trust and Investment Co., Huntington National Bank, and Greycourt and Co. To learn more, visit http://www.investedge.com/or call 1-800-830-1839. InvestEdge is a registered trademark of InvestEdge, Inc. About Hirtle Callaghan and Co. With over $20 billion under discretion and recognition as one of the Top 20 Wealth Managers, Hirtle Callaghan has become one of Americas fastest-growing investment firms. Known as Wall Street idealists for combining performance intensity with a genuine fiduciary ethos, Hirtle Callaghan manages complete, globally diversified, multi-manager investment programs emphasizing the significance of strategy and risk management at every step of the process. Now in its 25th year, Hirtle Callaghan sets a new investment standard complete objectivity, the insight and discipline of a professional Chief Investment Officer supported by a fully staffed investment department and high-touch professional service an approach previously available to only the largest, multi-billion dollar family groups and institutions.

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Hirtle Callaghan Selects InvestEdge.

  • 1. Media Contact Matthew Hutchison 412-860-8067 mhutchison@investedge.com Hirtle Callaghan Selects InvestEdge Advisor Solution InvestEdge Platform Chosen to Support Firms Key Business Objectives PHILADELPHIA, PANovember 14, 2012Hirtle, Callaghan & CO., the firm that pioneered the rapidly expanding Outsourced Chief Investment Officer industry niche, has selected the InvestEdge operating platform. The firm chose the InvestEdge solution to support its client service objectives in the face of continuing growth. Hirtle Callaghan currently supervises over $20 billion for family groups and institutions. We exist to serve our clients and we are serving them in an investment marketplace that has never been more complex or volatile. Our first priority is maintaining a level of service and solution quality that is second to none. To accomplish that, we need a robust, state-of-the-art operating system and we believe InvestEdge is that system. It will enhance the integrity and quality of our operations while increasing efficiency and reporting flexibility and, therefore, help us continue to offer a growing range of total investment solutions, explains Jonathan J. Hirtle, Chief Executive Officer. InvestEdge will provide the firms Investment Officers and Portfolio Managers with a single-source solution to support critical investment management and client reporting activities. Services delivered by the platform include portfolio management, performance measurement, client reporting, trade automation compliance monitoring and data aggregation. InvestEdge will also integrate with Hirtle Callaghans CRM solution as well as provide the firms clients with access to account and performance data through a secure portal. Bob Stewart, President and CEO of InvestEdge, says, Hirtle Callaghan has a tremendous reputation in the investment management industry. Were extremely pleased they have chosen us as a partner, and are looking forward to contributing to their continued success. InvestEdge delivers innovative solutions and exceptional service and support to serve investment advisors. The web-based system is now used by 63 investment firms that collectively manage assets totaling more than $673 billion. #### About InvestEdge, Inc. InvestEdge is a leading provider of innovative advisor solutions to large banks, HNW advisors, and brokerage firms. Through an integrated wealth management platform, InvestEdge automates key front-office functions including portfolio management, performance measurement, client reporting, compliance monitoring, trade automation and data aggregation. Founded in June of 2000,
  • 2. InvestEdge has quickly grown through the addition of major customers such as Wilmington Trust, Glenmede Trust, Keybank, Central Trust and Investment Co., Huntington National Bank, and Greycourt and Co. To learn more, visit http://www.investedge.com/or call 1-800-830-1839. InvestEdge is a registered trademark of InvestEdge, Inc. About Hirtle Callaghan and Co. With over $20 billion under discretion and recognition as one of the Top 20 Wealth Managers, Hirtle Callaghan has become one of Americas fastest-growing investment firms. Known as Wall Street idealists for combining performance intensity with a genuine fiduciary ethos, Hirtle Callaghan manages complete, globally diversified, multi-manager investment programs emphasizing the significance of strategy and risk management at every step of the process. Now in its 25th year, Hirtle Callaghan sets a new investment standard complete objectivity, the insight and discipline of a professional Chief Investment Officer supported by a fully staffed investment department and high-touch professional service an approach previously available to only the largest, multi-billion dollar family groups and institutions.