OCIO Frequently Asked Questions

Outsourced Chief Investment Officer (OCIO) services involve a third-party firm managing all or part of an organization’s investment strategy and portfolio. By leveraging OCIO services, your firm gains access to institutional-level expertise in asset allocation, risk management, and portfolio construction—without the need for an in-house investment team. The primary objective is to provide tailored investment solutions that align with your firm’s unique goals and risk tolerance.

An OCIO differs from traditional in-house investment management by bringing an external, dedicated team of experts with specialized skills and resources. While in-house teams may be constrained by bandwidth or access to niche investment opportunities, OCIO firms provide diversified solutions, extensive market research, and proprietary analytics to enhance decision-making. This partnership model also allows your firm to streamline operations and focus on strategic client engagement.

OCIO services are ideal for Registered Investment Advisors (RIAs), family offices, endowments, foundations, and corporate pension plans looking to enhance their investment strategy and scalability. These firms often seek the expertise of an OCIO when they need support in managing complex portfolios, gaining access to exclusive investments, or ensuring long-term sustainability through comprehensive risk management.

Scalability is a core advantage of OCIO services. As your firm expands and client needs evolve, OCIO solutions can be customized to provide additional resources, investment options, and operational support. DCAM’s OCIO model is designed to adapt, offering flexible services that range from investment policy development and strategic asset allocation to real-time risk management. This means that as your firm’s AUM (Assets Under Management) grows, our solutions grow with you, ensuring sustained alignment and strategic advantage.

Yes, an experienced OCIO can significantly expand your access to alternative investments. At DCAM, our institutional relationships and market expertise enable us to provide access to private equity, hedge funds, private credit, and real estate opportunities typically reserved for large institutional investors. This broadens your firm’s investment horizons, allowing you to build a more diversified portfolio.

Reporting and transparency are key differentiators of quality OCIO services. At DCAM, we prioritize open communication and provide comprehensive, real-time reporting that includes detailed performance analysis, risk exposure, and investment strategy updates. You’ll have direct access to our team and reporting platforms, ensuring that you’re always equipped with the insights needed to make informed decisions.

Partnering with an OCIO like DCAM enhances your client relationships by allowing you to focus on delivering strategic value and personalized advice. With investment management handled by our expert team, you can spend more time understanding client needs, growing your practice, and providing a higher level of service. This results in stronger client satisfaction and retention over time.

Choosing the right OCIO provider involves assessing experience, scalability, and alignment with your firm’s objectives. Look for firms that offer a transparent fee structure, a proven track record, and the ability to provide bespoke solutions tailored to your needs. DCAM stands out by offering a holistic partnership model, where our success is measured by your success, making us a long-term strategic partner.