Advisory

Total Portfolio Project is a nonprofit that works to help investors strategically prioritize and invest in the most promising impact-related opportunities. We have advised a range of investors from individual UHNW investors and family offices to large institutions.

We do not charge for our advice. As such we can only provide support for projects with clear, ambitious impact goals. We are open to introductory calls with investors of all types.

Our advisory activities include:

  • Assessment of individual investments
  • Landscaping of and within target investment areas (e.g. biosecurity)
  • Connection to experts and peers
  • Strategic advice
    • Priorities
    • Asset allocation & philanthropic spending rates
    • Scenario analysis