Our Outsourced CIO offering provides flexibility within your framework. Whatever your needs or priorities as an organization, we can provide a range of customizable services that meet your specific goals.
Complexity to Clarity
We will partner with your organization to develop an integrated framework that is designed to deliver advice, strategies, and tailored investment solutions that consider the entirety of your financial world. We draw upon the wide breadth of experience of our people to help further your organization’s mission. Our team will work collaboratively to ensure a seamless integration of the capabilities needed to help navigate through complexity and build long-term, sustainable success.
An Investment Policy Statement is the strategic roadmap for governance of each client’s investment portfolio(s). Our team works with you to create and implement an Investment Policy Statement based on your specific history, needs, purpose, structure, and constraints.
Our core investment capabilities are rooted in the construction of actively managed portfolios. The exact portfolio composition is unique to each client based on their risk tolerance, return objectives, cash flow needs, tax considerations, and other salient factors.
When selecting individual large and mid-cap equities, we focus on high quality stocks, employing a hybrid bottom-up and top-down approach. Our stock selection process is supported by independent, proprietary research and supplemented by third party-research.
When selecting investment grade fixed income investments, we tailor portfolio construction with an aim to achieve total return consistent with client goals. We capitalize on our bond sector research to identify undervalued and overvalued sectors early, and we utilize proprietary credit research to anticipate positive and negative credit ratings changes.
Each portfolio is unique, reflecting what we’ve learned by listening to you.
To complement or supplement our internally managed, core investment strategies, we have the ability to work with third party managers. We typically incorporate outside managers who focus on specific sub-asset classes or styles of management.
Our Third Party Advisory Group is charged with manager due diligence, and the group members consider both quantitative and qualitative factors in their evaluation process. Some of the asset classes where we seek third party managers include:
- Small Cap US Equities
- International Developed Equities
- International Emerging Market Equities
- High Yield or Distressed Debt
- International Fixed Income
- Private Equity and Private Credit
- Real Estate
- Hedge Funds
- Commodities
Administrative support that helps to coordinate legal, compliance, audit, tax, and reporting. We design these services around your organization’s needs.
Our full suite of services is available to our OCIO clients. Beyond investment management, we can provide administrative services, including:
- Cash management, distributions, and receipt and processing of stock gifts.
- Distribution of grants.
- Coordination with accountants and review of Form 990 filings.
We also offer a variety of reporting, which is all fully customizable to meet your organization’s specific needs.
We can work with you in whatever capacity supports your needs and goals, whether that is fully discretionary or in a more limited, delegated capacity.
What brings
you here?
What Brings You Here?
Find trusted counsel for every aspect of your financial life, and for generations to come. Reach out to start the dialogue.
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