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Outsourced Chief Investment Office 

OCIO

Institutional structure. Independent oversight.

Institutional OCIO services tailored for fiduciaries, institutions, and small businesses seeking independent investment oversight, including comprehensive 401(k) and retirement plan advisory.

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We oversee portfolio strategy, asset allocation, manager selection, and implementation, while partnering with business owners on retirement plan structure, investment menus, and fiduciary responsibilities. Our model provides institutional rigor without the need for an internal investment team, grounded in a disciplined, objective approach focused on long-term outcomes.

Our Role 

As OCIO, we provide comprehensive oversight across the investment lifecycle:

  • Investment policy development and refinement

  • Strategic asset allocation design

  • Public and private market implementation

  • Manager sourcing and due diligence

  • Portfolio construction and risk oversight

  • Ongoing performance measurement and reporting

Contact Us

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