Founded in 2008, Roundtable Investment Partners is a private, independent investment firm providing comprehensive wealth and investment management services. The firm acts as an outsourced Chief Investment Officer (CIO) for a select group of high-net-worth families and foundations, focusing on long-term capital appreciation and preservation. They specialize in sourcing and providing access to top-tier external investment managers across various asset classes, building customized portfolios tailored to each client's specific objectives and risk tolerance.