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Strategies & Capabilities

OCIO Solutions

Understanding and addressing complex investment challenges is our expertise.

Our Expertise

What you should know about our OCIO?

We are experts in OCIO, both in semi-delegated advisory partnerships as well as fully delegated solutions. For more than 25 years, we’ve guided our clients through many market cycles and helped them achieve their goals quickly and cost-effectively.

Our Capabilities

True Open Architecture

Alternatives Expertise

Coordination of Multiple Plans

ESG Integration

Oversight of Service Providers

Robust, Comprehensive Reporting

Exceptional Client Experiences

Our commitment to our clients is built on a foundation of strong governance and driven by three equal and essential attributes. Read our Five Questions to Ask An OCIO and Selecting an OCIO

Direct Access to Investment Professionals

We’ve designed our team structure to create a direct line of communication between you and your investment professionals. Each client team is headed by two seasoned investment professionals:

Client Executive

Serves as your primary day-to-day contact and ensures that your specific goals and objectives are at the center of all decisions made throughout our investment governance model.

Investment Strategist

Works closely with you to design and update a strategic asset allocation and de-risking framework that is flexible, prudent, and effective.

Contact Us

Email the Team to learn more about our team and governance structures 

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