Outsourced Chief Investment Office (OCIO) for Families
Whether your family is seeking better risk management, additional fiduciary oversight or faster implementation of an investment plan, we are here to partner with your family or family office, to achieve your specific goals.
We offer powerful family office services shaped around your family's investment needs.
We can serve as your family’s full outsourced chief investment team.
Our consultative, customized and full service capabilities are provided to all our clients—whether we're serving as their dedicated CIO or as an extension of their in-house CIO team.
We can serve as an extension of your family’s investment team, partnering with your family office.
You may have an in-house team who manages some of your money, but we can help where they have gaps in expertise, making your team stronger and better tailored to your goals.
Your commitment to making an impact drives innovation
We want to work with you to make a meaningful difference for the future—for your portfolio, your organization and, ultimately, your impact. Explore a few ways we can do this:
- Gain access to differentiated sources of alpha
- Identifying compelling themes and how best to access them
- Combining our market point of view and scale to develop differentiated strategies
- A catalyst for customization
- Proprietary technology drives focus on your unique return goals and values
- Reporting analytics add transparency to your portfolio positioning
- Knowledge and experience to help you achieve your mission
- Best practices for boards and investment committees
- Roundtables and networking events to learn from peers
Are you interested in accessing the experience and innovation of our Outsourced Chief Investment Office team?
Our extensive family office services help seize opportunities, mitigate risks and maximize returns.
Do you need partnership beyond investing? With over two centuries of experience advising some of the world’s most successful individuals and families, we offer you powerful family office services shaped around you.Learn More