Why Outsource?

To obtain a broad range of expert resources and strengthen investment governance.

An Outsourced Chief Investment Office (OCIO) can help overstretched and under-resourced fiduciaries fulfill their wide-ranging and complex responsibilities. The key is to partner with a co-fiduciary dedicated to helping design and implement investment policies that are tailored to your particular objectives, mission, willingness to bear risk, and changing circumstances. The ideal OCIO relationship is a nearly seamless extension of your fiduciary bodies and internal staff, complementing them with the additional resources needed to steward investments effectively.