Independent advisory for investors navigating structural change
Markets and mandates built for a different era are being tested by risks that don't fit neatly into existing frameworks: rising costs, repriced or unavailable insurance, fragile supply chains, and physical impacts to real assets. These are financial questions before anything else, and they increasingly land inside the decision horizons that long-term fiduciaries are responsible for.
Oakledge Advisors is an independent advisory firm serving the stewards of long-term capital. We help investors navigate structural change with clarity, discipline, and purpose rooted in practical strategy and real-world context.
A Note from our Founder
Welcome to our enhanced and expanded website. I’m thrilled you’ve chosen to join us here!
Nine months after our public launch, our team at Oakledge Advisors believed that it was time to more fully articulate who we are, who we work with, why we do what we do, and how we do it, so that hopefully fellow travelers will feel inspired to reach out, connect, and where possible, partner with us to advance shared goals.
And why work with us? I would argue that it’s a matter of perspective.
Who We Work With
Oakledge works across the institutional investment ecosystem, helping each client navigate the structural gaps that often prevent capital from mobilizing.
Responsible Investor
Oregon convening asset owners to tackle carbon accounting headaches
"The exercise is not just about better counting, but helping managers develop better products to meet asset owners’ decarbonisation needs and address the lack of clarity over how these asset classes integrate into their climate targets" said Max Messervy, our founder.
New Project Announcement
Allocator-led Complex Portfolios Carbon Accounting Project
The Oregon State Treasury has contracted with Oakledge Advisors to convene institutional investors that have highly diversified portfolios to identify and promote solutions to issues in carbon accounting unique to investors with large complex portfolios.
Systems Level Investing Podcast
How to work with you consultant?
Max Messervy, our founder joined Georges Dyer on the Intentional Endowments Network's Future of Finance podcast for a conversation on one of the most consequential relationships in institutional investing: the one between an asset owner and its investment consultant.
FFI Solutions
FFI Solutions and Oakledge Advisors Announce Intention to Combine Businesses
They plan to merge under a new parent company, combining subscription-based sustainable investment data and research with strategic advisory services that help institutions navigate a period of accelerating structural change.
