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OCIO Services

The Third Option for Institutional Assets

If your organization has sizable financial assets, the way you handle these assets can enhance or detract from the mission of your organization.

You can keep these assets in the bank, always ready, predictably valued, but constantly eroding in value due to inflation. You can use up a sizable portion of your assets to create an investment department which might generate returns that more than cover its own costs…or not.

We present a third option, one that can help you retain and earn more assets for your organization: our OCIO (Outsourced Chief Investment Officer) services.

Our OCIO Approach

01

Fiduciary Partnership

As a fiduciary working on your behalf, we can work with you to develop an investment strategy consistent with your goals and desired risk parameters.

02

Independent Approach

As an independent RIA with no allegiance to any financial institution, we collaborate directly with you to create a customized investment strategy.

03

Active Oversight

We monitor the economy and market performance on a day-to-day basis, and can adjust holdings to help manage risk or seize upon a favorable opportunity.

How We Implement Your OCIO Strategy

1

Manager Selection

We identify the best managers for each asset class and areas of opportunity and inefficiency to help diversify sources of return.

2

Risk Diversification

We help diversify sources of return, which can serve to reduce volatility while maintaining a focus on your long-term objectives.

3

Strategic Adjustments

We implement your strategy with day-to-day oversight of all investment management functions, adjusting as market conditions warrant.

OCIO Services

Focus on Your Mission

To the extent our efforts add value, we too are focused on that mission. Let us handle the complexity of investment management while you concentrate on what matters most.

Ready to Learn More About Our OCIO Services?

Contact our team to discuss how we can help your organization focus on its mission while we handle the complexity of investment management.

Institutional Investment Management Fiduciary Approach Mission-Focused