Our services cater to single and multi-family offices, endowments, foundations, charitable organizations, as well as small to mid-sized pension funds, all of which can benefit from the OCIO model’s efficiencies and expertise.

A common strategic consideration for organizations is whether to outsource or insource a particular function—essentially, whether to "make or buy." This decision is primarily influenced by the company’s scale and the resources available to support the function internally. For modestly sized portfolios, the Outsourced Chief Investment Officer (OCIO) model presents a compelling solution.

Our objective is to provide customized recommendations tailored to each client’s unique requirements, with a strong emphasis on capital preservation and the prudent growth of their wealth.