Enterprise-Centric Approach

Healthcare Organizations

We partner with health organizations to build integrated investment programs that seek to protect liquidity and support long-term strategic growth through the lens of the entire enterprise.

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By the Numbers

Years In the Industry: 37+
Assets Under Advisement: $100B+
Of Our Clients Are Nonprofits: 90%

AUA as of 9/30/2025. Assets include discretionary and non-discretionary assets of FEG and its affiliated entities.

Partners Across the Healthcare Ecosystem

Our team provides oversight for organizations navigating the complexities of healthcare. We serve as a strategic partner to:

Healthcare Systems & IDNs

Comprehensive portfolio oversight for integrated delivery networks.

Hospitals

Investment oversight tailored for regional healthcare institutions.

Retirement & Senior Living

Long-term growth strategies for perpetual care obligations.

Conversion Foundations

Managing the unique mandates of healthcare conversion foundations.

Healthcare Experience

Complex Portfolios, Simplified

Healthcare organizations operate across distinct pools of capital from long-term reserves and operating assets to self-insurance programs. We help support these pools within a coordinated framework designed to support the operational and financial needs of the healthcare organization. Portfolio decisions are informed by the broader healthcare landscape: regulatory shifts, reimbursement dynamics, and industry trends that directly impact liquidity, risk profiles, and capital availability.

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Expand your Capacity

Strategic Extension of the Finance Team

Most finance teams manage competing priorities across the enterprise. Our OCIO platform functions as a dedicated extension of your office—providing the centralized decision-making, execution, and governance support as needed. Clients gain clarity, accountability, and disciplined portfolio management without adding internal complexity.

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Operating Margin Buffer

Investment programs built with awareness of workforce costs, reimbursement dynamics, payer mix, and broader operating challenges.

Credit Rating Protection

Investment strategy informed by liquidity, cash flow, balance sheet strength, and the factors that influence credit quality.

CapEx Liquidity Mapping

Portfolios designed to support changing capital needs while maintaining flexibility for enterprise priorities.

Covenant Monitoring

Ensuring investment risk remains in compliance with debt and master trust indentures.

Regulatory & Tax Oversight

Coordinating specialized management for insurance captives and tax-exempt pools.

Explore our OCIO Partnership