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Disciplina's 10th Anniversary!

Updated: Aug 11, 2023

This year marks Disciplina’s 10-year anniversary. In commemoration of this milestone, we have adopted a new logo.

As we reflect on our past and look to the future, we are grateful to have the opportunity to fulfill our vision to apply our decades of experience managing investment portfolios to advance our clients’ respective missions in community outreach, healthcare, higher education, and social justice. We are also proud that our clients are at the forefront of helping to advance societies’ basic needs across various communities including those that have been historically marginalized.

This milestone has also been made possible by our partnership with investment managers, service providers and team members who share our passion for our clients’ mission combined with the pursuit of excellence to deliver investment solutions and performance comparable to billion-dollar plus institutions. Thank You!

Aside from our logo, nothing else about the firm has changed. Our team has endured a few more market cycles and learned a lot about the challenges of starting your own investment firm after managing the endowments at Vanderbilt and Emory University. Thanks to hard work and many great friends in the industry we are proud to have built a well-regarded OCIO (Outsourced Chief Investment Officer) firm with $2 billion in AUM (Assets Under Management) and a ten-year track record. We will continue to employ the same investment process that has allowed us to navigate several market cycles and protect client capital in a difficult year like 2022. Our team will also continue to deliver the same customized investment solutions, reporting and customer service that has led to 100% client retention over the past ten years.

We are greatly appreciative of everyone’s continued support.

Hope you like our new logo and look forward to speaking with you soon!

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