Broker Check

Outsourced Chief Investment Office [OCIO]

How We Work

As financial markets expand and add complexity and breadth, institutions are seeking investment solutions that balance goals, priorities, costs and execution – in a transparent and conflict-free environment.  We partner with clients in addressing these initiatives that are critical to organizational efficiencies, fiduciary mandates and strategic short- and long-term investment goals.

In the OCIO world, there are not any one-size-fits-all solutions.  We work directly with organizations to build an efficient, effective and customized strategy in developing outcomes that match goals and risk objectives.

Through effective execution, monitoring and oversight, effective solutions and benefits include:

  • Enhanced governance
  • Conflict-free, unbiased advise
  • Lower costs
  • Time savings
  • Data aggregation and reporting
  • More rapid execution and stronger outcomes


Contact our office at 513.621.1771 or for a complimentary consultation on OCIO services.