Overview of Services

 We offer Outsourced Chief Investment Officer (OCIO) services, providing clients with external investment management expertise and acting as a trusted partner to oversee and optimize their investment portfolios. Our OCIO solutions cater to foundations, endowments, pension funds, and family offices that may lack the internal resources or specialized expertise required for effective investment management. 

One of our core services is delivering comprehensive investment analysis and reporting. By leveraging a structured and systematic approach, combined with deep professional expertise, we ensure a consistent and insightful review process. This enables enhanced visibility into the performance and status of investments, empowering clients to make informed decisions and respond swiftly to changing market conditions. 

Our Strategic Asset Allocation (SAA) services are widely utilized by both new and existing clients as a cornerstone of their investment strategy. The primary focus is on achieving an effective balance between risk and return, tailored to the client’s specific investment goals, risk tolerance, and income needs. By adopting a disciplined and forward-looking approach, our SAA services help clients build resilient portfolios designed to weather market fluctuations and deliver sustainable growth over time.

 Leveraging our strong relationships with top-tier, hard-to-access managers and GPs, we specialize in identifying, evaluating, and securing exclusive investment opportunities. In addition to sourcing opportunities through established managers, we also provide direct investment opportunities, offering clients access to unique, high-quality deals aligned with their strategic goals. Every opportunity is meticulously vetted to ensure it meets rigorous standards for value creation and long-term growth potential. 

We support all family members as individuals while preparing the next generation of leadership to assume responsibility. 

We help to establish or refine a robust governance plan that includes a family office succession plan – the key ingredient to a durable, multigenerational family office. In the case where a family office CEO retires, we can help identify a successor or step in to become the succession plan if the family no longer wishes to manage the enterprise independently.

 With our long-standing in-house experience in the areas of law, tax, regulation and compliance, we provide both strategic and operational assistance in establishing and managing your investments. In areas that we feel we do not have expertise, we utilize our wide network of trusted service providers to ensure our clients get the best deal from a quality and cost perspective.