The content contained herein is purely for informational purposes and is neither an offer to sell nor a solicitation of an offer to purchase any securities. Such an offer will only be made to pre-qualified investors by means of a confidential private placement memorandum and related subscription documents.

Jonathan Hirtle, Hirtle Callaghan CEO, on CNBC Halftime Report

Jonathan Hirtle, CEO of Hirtle Callaghan, discussed high quality investment opportunities and the firm's strategy for 2016 on CNBC's Halftime Report on December 10, 2015.  

View the segments from Jon's appearance below:

CNBC - Pain Picks in Energy

CNBC - Market Conditions Into Next Year

CNBC - Hirtle's 2016 Picks


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Garrett Wilson, ESG Specialist, Contributes to Money Management Letter

Garrett Wilson, Hirtle Callaghan's ESG Specialist, contributed to Money Management Letter's December 7, 2015 article: Federal Ruling Flings Open Door to Socially Responsible Investing.  When asked about the effect of the federal rulings, Garrett states, "We have not seen the acceleration quite yet, but it certainly opens up a new conversation."

Hirtle Callaghan is on the forefront of ESG investing.  For more information, contact Garrett at

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Jonathan Hirtle, Hirtle Callaghan CEO, on Wall Street Week

Jonathan Hirtle, CEO of Hirtle Callaghan, taped a segment for the iconic program, Wall Street Week, on November 11, 2015.  The program airs in key markets on Sunday mornings, and we will post a video of the segment when it is available.

Key topics discussed during the segment included:

  • An overview of OCIO and Hirtle Callaghan's experience
  • Market dislocation and opportunities within emerging markets
  • How Jon Hirtle incorporated his military experience and leadership training into the investment world
  • The importance of being a fiduciary

 Hirtle WSW

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October 2015 Pension Plan Funding Update

October was a strong month for Pension plans as assets (60% ACWI/40% Barcap Agg) outperformed liabilities (BofA Mature 12 year duration index) by 4.2%. The 4.2% difference was the third largest monthly move this year as funded status moves remain volatile.

Read more about the current status of Pension Plan Funding.

PPF Image

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2016 IRS Inflation-Adjusted Tax Figures

Every year, the IRS releases inflation-adjustments that impact Hirtle Callaghan’s Family clients.  The IRS recently released their inflation-adjustments for 2016.  As a result of the current low inflation environment, it is not surprising that these figures will not increase much, if at all, from 2015 to 2016. 

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