The Investment Advisory Engine of The Kind Integrated Platform.
As part of Kind Capital's integrated impact investing platform, Ivy Capital serves as the investment advisory engine, helping foundations, family offices, endowments, nonprofits, institutions, corporations, and mission-driven investors develop, implement, and manage investment strategies that create long-term value while advancing meaningful outcomes.
Investment Advisory for Purpose-Driven Capital
At Ivy Capital, investment management is about more than asset allocation. We help clients build resilient portfolios, strengthen governance, identify mission-aligned opportunities, and create long-term investment strategies that support sustainable growth and measurable impact.
Backed by the broader Kind Capital platform, Ivy Capital delivers institutional investment expertise with the flexibility, collaboration, and purpose today's investors require, helping organizations transform capital into lasting value for both investors and the communities they serve.
Our integrated model allows clients to move seamlessly from investment strategy to execution while remaining focused on both financial performance and mission alignment.
Delivering customized solutions designed to help clients invest with confidence.
Every investment decision represents an opportunity to generate both financial returns and lasting positive change. Ivy Capital helps clients build investment portfolios that reflect their objectives, values, risk tolerance, and long-term strategic priorities.
Our team works alongside clients throughout the investment lifecycle. From portfolio design and investment selection to ongoing monitoring, performance evaluation, and strategic refinement, providing disciplined guidance grounded in decades of institutional investment and impact investing experience.
Integrated Expertise. Greater Impact.
Benefiting from experienced investment professionals while maintaining strategic oversight.
Outsourced CIO Services
While some clients require the services of an investment advisor to advise on specific areas of their investment strategy, others seek to outsource their entire investment strategy to a trusted partner.
Ivy Capital Management can serve as your outsourced CIO, effectively operating as an extension of your team. While the firm is relatively new, our senior team members have known each other for decades and have managed assets for institutions and family offices. We use our combined experiences across traditional investments, finance, and philanthropy to serve our clients more comprehensively.
Investing Beyond The Portfolio
Separately Managed Accounts (SMAs)
While some asset managers require their clients to transfer assets to their preferred partners, we do not. If clients wish to keep their accounts in the existing financial institution, we can manage those assets through a separately managed accounts structure.
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Direct Investments
We can support direct investments as well as fund investments. Our team has extensive experience investing in both structures.
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Mission Investments
Some investors seek to align their investments with their values. Regardless of the flavor of impact investing our clients desire, we have experience managing assets based on clients’ specified social screens and mission objectives. Some clients may merely seek to avoid investing in opportunities that are harmful to the environment or socially, while others seek to invest in opportunities that drive positive impact specifically.
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Sub-Advisors For Impact Investing
Many of our peers and larger asset managers sometimes lack the expertise to execute an investment strategy integrating impact investing with a consulting mindset. Impact investing requires a unique combination of experience seamlessly integrating the sophistication of traditional finance and investing with a philanthropic purpose. We welcome the opportunity to partner as a sub-advisor with other asset managers who prefer to outsource the impact investing carveout of their clients.
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Purpose-Built For Collaborative Investing.
Our Approach
At IvyCap, we look to partner with our clients for the long term who align well with our approach. We start by listening to understand your objectives, analyzing your situation, and then executing an investment strategy to optimize your portfolio on a risk-adjusted basis.
- Comprehensive Analysis
- Customized Portfolio Strategy Planning
- Implementation
- Ongoing Monitoring
Meet The Minds Behind Our Mission.
Debbie Mckeon
Partner & Senior Advisor, Strategic Partnerships
C. Eric Chiang, CFA, CAIA,CMT
Senior Advisor
Jason Buchanan, MD
Partner & Chief Medical Officer
John Duong
Founder & CEO
Sarah Baynes Shinn
Partner
Thomas Hornbeck
CTO and Venture Partner
Zyrine Dave Geraldez
Executive Assistant
Frequently Asked Questions.
Get in touch with us.
WeCare@IvyCapM.comWe provide regular reports and maintain open communication to keep clients informed about their portfolios.
Our personalized approach, deep industry and investment expertise across traditional and impact investments, unique integrated business model through our various affiliates, and most importantly, deep commitment to client success distinguish us from others.
We use advanced analytics and market research to evaluate and mitigate risks in our investment strategies.
Asset management involves managing investments on behalf of clients to achieve specific financial goals. Some clients seek advice to support their internal investment process, while others seek a turnkey solution with a partner who can help manage their assets in strict adherence to stated goals and constraints. An outsourced chief investment officer (OCIO) operates effectively has that turnkey solution.
We customize strategies based on individual client needs, risk tolerance, and long-term objectives. First and foremost, we listen to understand our clients’ needs and objectives before creating an appropriate investment strategy.
We manage a diverse range of assets including equities, fixed income, real estate, and alternative investments. Whether investing in funds as limited partners or directly into companies, our team has extensive experience across the capital spectrum.
Get in touch with us.
Reviews From Our Partners
As institutional investors, we value transparency, consistency, and execution. Ivy Capital's integrated model provides a level of alignment that is difficult to achieve when multiple firms are involved. From investment management and governance to impact measurement and reporting, every aspect of the process is coordinated through a single trusted partner. The result is greater efficiency and confidence in both financial and impact outcomes.
From our first conversation, Ivy Capital understood both our commercial goals and our mission. They brought strategic guidance, patient capital, and access to a network that accelerated our growth far beyond what funding alone could have achieved. As we've scaled our impact, they've remained a true partner.
What sets Ivy Capital apart is their ability to stay engaged throughout the entire investment lifecycle. Rather than handing us off between service providers, their team provided continuous support across fundraising, strategic planning, compliance, and impact reporting. That continuity created stronger execution, clearer accountability, and a partnership that evolved alongside our organization.
