Outsourced Chief Investment Officer (OCIO)
As strategic thought partners to investors, we serve as the “investment team down the hall”, delivering personalized portfolios with global manager access and objective advice.
Our Approach.
We’re more than just an investment manager. We’re a fully integrated partner, working alongside clients to design and manage endowments for the long term. Our goal is to help deliver thoughtful, customized investment solutions.
Benefits include:
- Portfolios built around clients
We create every portfolio from the ground up. We look for long-term opportunities across global markets – not through rigid categories or pre-set models, but through themes and ideas that make sense for each client. - A true extension of your investment office
We build close, collaborative relationships with a limited number of clients so we can provide hands-on, high-touch support and strategic perspective. - Access to the best managers worldwide
Our experienced portfolio managers carefully vet and select investment partners who align with clients’ goals, values, and fiduciary standards. - Fully aligned interests
We don’t sell products or earn revenue from outside sources. Our only focus is our clients’ success. In fact, in many cases, we invest alongside our clients, so our interests are truly inseparable from theirs.
Our Investment Principles.
- Invest with patience. We take a long-term view, focusing on lasting value rather than short-term market movements.
- Do your homework. Every decision is backed by deep, independent research and a fundamental, bottom-up approach.
- Stay diversified. We build resilient portfolios that draw on a range of return sources across asset classes.
- Focus on conviction. We concentrate our investments where we have the highest confidence — the opportunities we know best.
- Know what you own. We invest in areas we understand deeply, maintain close relationships with managers, and use our own tools to measure and manage risk.