WELCOME
Compelled by the power of financial resources, invested with purpose, to drive a flourishing society and planet.
About Bivium Westfuller
Bivium Westfuller is a full-service provider of mission-aligned Outsourced Chief Investment Officer (OCIO) solutions. We partner with leading mission-driven organizations to pursue investment performance in alignment with, not at the expense of, values. Our bespoke discretionary and non-discretionary models offer a comprehensive services, from the design and implementation of Investment Policy Statements and Strategic Asset Allocations, to selecting best-in-class managers, constructing alpha-seeking portfolios, providing comprehensive investment and impact reporting, offering a range of back-office support, and serving as an educator and thought leader partner to our clients.
Formed as a joint venture in 2020 between SEC Registered Investment Advisors Bivium Capital Partners (founded in 2002) and Westfuller Advisors (founded in 2011), Bivium Westfuller has one of the most diverse teams in the OCIO ecosystem. We represent a new class of values-aligned providers, deploying assets with intention and without compromise.
Our Approach
Alpha Driven, Mission-Aligned
We believe strong financial management practices amplify investment performance, long-term goals, values, and legacy—objectives that need not be mutually exclusive.
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Sustainable, responsible, impact-focused investing
We take the time to understand our client’s history, culture, mission, and moral compass.
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Bespoke, open-architecture portfolio construction
Customized portfolios reflect your values and are based on rigorous quantitative and qualitative assessments.
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Holistic, values-aligned advisory services
We value community building and understand the power of holistic, mission-driven education and advice
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Combined, over 30 years as a fiduciary investment advisor
We are a nimble boutique advisory team with significant and diverse experience. Founders are directly involved in client relationships.
Investment Strategies Aligned to Your Mission and Values
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Climate
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DEI
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Shareholder Activism
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Social Justice
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PRI Strategies
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Economic Justice
A multi-racial, gender diverse, independent, and objective investment advisory practice, we co-create investment solutions with our clients to advance progress and possibility in the world.
Ready to invest with Purpose?
The managers in our program have demonstrated high levels of integrity, strong investment performance,
and sound business practices.
We seek alpha–producing, impact-oriented managers and strategies across all asset classes
The Partners
Bivium Capital
FOUNDED IN 2002, LOCATED IN SAN FRANCISCO
Bivium Capital Partners is an asset management firm and experienced provider of multi-manager investment solutions. We offer customized Diverse and Boutique Manager Strategies, mission-driven OCIO Solutions, and other Advisory Services to institutional investors seeking differentiated sources of alpha.
Westfuller
FOUNDED IN 2011, LOCATED IN NEW YORK CITY
Westfuller is an Independent and Objective Investment Advisory and Wealth Management Firm igniting progress and possibility through finance. By artfully weaving together multifaceted investment strategies that align your portfolio with your mission and values, we put powerful financial might behind the institutions and individuals who move the world in the most positive ways.
Bivium Westfuller