Hirtle Callaghan Selects InvestEdge.

1. Media Contact
Matthew Hutchison
412-860-8067
mhutchison@investedge.com
Hirtle Callaghan Selects InvestEdge Advisor Solution
InvestEdge Platform Chosen to Support Firm’s Key Business Objectives
PHILADELPHIA, PA—November 14, 2012—Hirtle, Callaghan & CO., the firm that pioneered the
rapidly expanding Outsourced Chief Investment Officer industry niche, has selected the InvestEdge
operating platform. The firm chose the InvestEdge solution to support its client service objectives in
the face of continuing growth. Hirtle Callaghan currently supervises over $20 billion for family
groups and institutions.
“We exist to serve our clients and we are serving them in an investment marketplace that has never
been more complex or volatile. Our first priority is maintaining a level of service and solution
quality that is second to none. To accomplish that, we need a robust, state-of-the-art operating
system and we believe InvestEdge is that system. It will enhance the integrity and quality of our
operations while increasing efficiency and reporting flexibility and, therefore, help us continue to
offer a growing range of total investment solutions,” explains Jonathan J. Hirtle, Chief Executive
Officer.
InvestEdge will provide the firm’s Investment Officers and Portfolio Managers with a single-source
solution to support critical investment management and client reporting activities. Services delivered
by the platform include portfolio management, performance measurement, client reporting, trade
automation compliance monitoring and data aggregation. InvestEdge will also integrate with Hirtle
Callaghan’s CRM solution as well as provide the firm’s clients with access to account and
performance data through a secure portal.
Bob Stewart, President and CEO of InvestEdge, says, “Hirtle Callaghan has a tremendous reputation
in the investment management industry. We’re extremely pleased they have chosen us as a partner,
and are looking forward to contributing to their continued success.”
InvestEdge delivers innovative solutions and exceptional service and support to serve investment
advisors. The web-based system is now used by 63 investment firms that collectively manage assets
totaling more than $673 billion.
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About InvestEdge, Inc.
InvestEdge is a leading provider of innovative advisor solutions to large banks, HNW advisors, and
brokerage firms. Through an integrated wealth management platform, InvestEdge automates key
front-office functions including portfolio management, performance measurement, client reporting,
compliance monitoring, trade automation and data aggregation. Founded in June of 2000,

2. InvestEdge has quickly grown through the addition of major customers such as Wilmington Trust,
Glenmede Trust, Keybank, Central Trust and Investment Co., Huntington National Bank, and
Greycourt and Co. To learn more, visit http://www.investedge.com/or call 1-800-830-1839.
InvestEdge is a registered trademark of InvestEdge, Inc.
About Hirtle Callaghan and Co.
With over $20 billion under discretion and recognition as one of the Top 20 Wealth Managers, Hirtle
Callaghan has become one of America’s fastest-growing investment firms. Known as “Wall Street
idealists” for combining performance intensity with a genuine fiduciary ethos, Hirtle Callaghan
manages complete, globally diversified, multi-manager investment programs emphasizing the
significance of strategy and risk management at every step of the process.
Now in its 25th year, Hirtle Callaghan sets a new investment standard – complete objectivity, the
insight and discipline of a professional Chief Investment Officer supported by a fully staffed
investment department and high-touch professional service – an approach previously available to
only the largest, multi-billion dollar family groups and institutions.