Helping non-profits achieve their investment goals through investment outsourcing

Investment outsourcing goes by many names, including; fiduciary management, outsourced chief investment officer, outsourced CIO, OCIO, and just as there are many names, the model for which OCIO’s service clients can vary widely too. The most common model includes asset allocation, manager selection and monitoring.

We help non-profits secure their financial future by delivering strategic advice on asset allocation and governance structure, and then implementing that advice by selecting, monitoring, and managing managers and products designed to meet their return and spending goals. We complement these investment services with administrative support to help their team focus more on their mission, and less on paperwork and reporting.

We’ll work with you to build your investment program through a three-step implementation and management process we call Design, Construct, and Manage.