R/A Wealth Advisors operates under the OCIO model, which is in great and increasing demand. According to Pensions & Investments, the OCIO market has experienced substantial growth in recent years and now encompasses nearly $3 trillion in assets under management.

The increasing complexity of financial markets and heightened volatility have further reinforced the demand for OCIO services. An experienced OCIO can add value across a broad spectrum of investment solutions, including strategic asset allocation, tactical asset allocation, manager selection and due diligence, portfolio construction and implementation, as well as comprehensive reporting.

The foundation of the OCIO process is a deep understanding of the client’s investment objectives, time horizon, risk tolerance, and liquidity requirements. This engagement is inherently iterative, fostering continuous collaboration between the client and the OCIO to refine and optimize the investment strategy.