Outsourced Chief Investment Officer
Every portfolio we manage is fully customized, designed to fit the specific needs, risk profile, and long-term objectives of each partner organization using our global investment model strategy.
Who We Serve
Divergent's OCIO practice is purpose-built for RIAs, family offices, and IMO/FMO partner organizations, each receiving a fully customized investment program designed around their specific mandate, with access to bespoke public and private market solutions. Across every segment, partners outsource their investment and operational functions to us, so they can stay focused on the client relationship without the cost of building an internal team.
Delegate the investment function entirely. We serve as your outsourced investment office, handling manager research, due diligence, portfolio construction, and performance reporting across public and private markets, with access to direct investments, co-investments, and fund opportunities.
Full Investment OutsourcingMulti-generational wealth requires long-term perspective and institutional access. We build bespoke investment solutions using a fully customized global strategy, with access to direct investments, co-investments, and fund opportunities across both public and private markets.
Bespoke Private & Public Market SolutionsWe partner with independent marketing organizations and field marketing organizations to give their agents and advisors an institutional investment partner. We handle investment management and back-office operations, so your network can concentrate entirely on the client relationship, without building out its own investment or operations team.
Institutional Partner for Agent NetworksThe Case for OCIO
Today’s investment environment demands more than quarterly oversight. Organizations increasingly partner with OCIO providers to enhance governance, simplify investment management, and access sophisticated private and public market opportunities, all while aiming to drive cost savings.
Through continuous oversight, proactive portfolio management, and timely implementation, we help clients navigate evolving markets, capitalize on investment opportunities, and remain focused on achieving their long-term objectives.
Enhanced Governance
Institutional oversight structures that keep investment programs disciplined and accountable between board meetings.
Simplified Management
A single accountable partner managing the full investment lifecycle, reducing complexity and internal resource burden.
Institutional Access
Access to sophisticated private and public market opportunities typically reserved for larger institutional allocators.
Cost Efficiency
Demonstrable cost savings versus building and staffing an in-house investment team, so partners stay cost-effective while remaining focused on the client relationship.
Investment Services
From investment policy formation through ongoing performance oversight, institutional-grade discipline at every stage of the investment lifecycle.
Investment Policy & Objectives
Comprehensive IPS development defining return objectives, risk tolerance, liquidity needs, and governance structures tailored to your organization's mandate.
Asset Allocation & Diversification
Proprietary global investment model constructing optimized frameworks across public markets, alternatives, and private assets to achieve your specific goals.
Manager Research & Selection
Rigorous quantitative and qualitative screening across manager universes, identifying best-in-class talent with preferred access and institutional terms.
Due Diligence & Monitoring
Ongoing operational and investment due diligence including background verification, reference checks, and continuous performance attribution analysis.
Performance Reporting
Board-ready performance reports including benchmark comparisons, attribution, risk metrics, and market commentary, delivered on your schedule.
Investment Committee Education
Tailored programs for committee members covering market dynamics, asset class fundamentals, and governance best practices to improve decision quality.
Alternative Investment Access
Our OCIO platform provides access to a curated range of institutional-quality alternative investments across private and public markets, enabling RIAs and family offices to build diversified, sophisticated portfolios that were previously out of reach.
Buyout, Growth & Co-Investment
Access to top-tier private equity managers and direct co-investment opportunities alongside established sponsors, aggregated through structured vehicles at institutional terms.
Direct Lending & Specialty Finance
Attractive yield and lower correlation to public fixed income through direct lending, mezzanine, and specialty credit strategies sourced through vetted manager relationships.
Private Real Estate & Infrastructure
Core, value-add, and opportunistic real estate strategies across debt and equity, providing inflation sensitivity and income generation for long-term allocators.
Early Stage & Growth Equity
Curated access to early-stage and growth venture managers, with portfolio monitoring and performance reporting integrated into client investment programs.
Deal-Level Access & Co-Investments
Single-asset and co-investment opportunities alongside lead sponsors, providing enhanced return potential, reduced fee burden, and greater portfolio transparency.
Active & Factor-Based Strategies
Complementary public market exposures including active equity, systematic strategies, and liquid alternatives, fully integrated into each client's overall asset allocation.
Let's build your investment program.
Speak with our OCIO team about a solution for your organization.