Outsourced Chief Investment Officer

We have a long history of providing Outsourced Chief Investment Officer (OCIO) solutions for clients including Not-for-Profit, corporate entities, and Taft Hartley. We help clients invest across a variety of public and private asset classes including global equities, investment grade and non-investment grade fixed income, real assets, and alternatives.

Our Investment Committee, comprised of senior investment professionals, guides our overall investment decision-making process. We also have supporting portfolio construction and manager selection sub-committees informing our investment decisioning process along with dedicated portfolio strategists and manager research analysts. Our centralized investment research team collaborates with our client service specialists and portfolio managers to develop strategies and portfolios tailored to our clients’ investment objectives and return goals, investment restrictions and sensitivities, and anticipated uses and liquidity needs.   

Our investment philosophy is grounded in the belief that meeting our clients’ investment objectives and goals begins with the most important input, strategic asset allocation design. Active return strategies incorporate the implementation of periodic tactical asset allocation and third-party actively managed strategies in certain asset classes. Low cost, passive index-based strategies are also available to clients. Our open architecture approach uses third-party mutual funds or ETF’s, separate accounts, or our proprietary multi-manager mutual funds.

Our professionals look forward to working with you.