OCIO

As an Outsourced Chief Investment Officer (OCIO), we offer a comprehensive, bundled solution including:

  • Asset allocation review to insure consistency with your institution’s goals
  • Continual monitoring of investment guidelines and processes
  • Manager selection, monitoring and comparative analysis
  • Operational due diligence
  • Regular portfolio risk monitoring and management
  • Performance measurement and analysis

Customizable Solutions

If you prefer to access specific asset classes, we offer customized, diversified strategies to help you achieve your goals. Our services include research, diligence and investments made across traditional and alternative asset classes including hedge funds, natural resources, private equity, real estate and venture capital.