Delegating decisions to the OCIO partner helps clients focus on business decisions and can alleviate many time-intensive tasks including: portfolio rebalancing, security selection, risk-management, and managing cash for client distributions.

You want an OCIO solution that is cost-effective and drives increased scale. There are no advisor consulting fees and we provide comprehensive support and portfolio management for investment management fees only.

Clients benefit from customized support that goes beyond high-level guidance. From regular client account reviews to risk profiling, strategy selection, tax lot analysis, liquidity assessments, and client communication discussions, we customize to the specific needs of each advisor client.

Clients can contact our OCIO team by phone or email anytime for inquiries on investment and account matters. We prioritize being available to drive your practice forward everyday, with the same urgency you bring to your business.

Our systematic multi-asset strategies are grounded in strong empirical and economic foundations. Fundamental economic logic, quantitative algorithms and large data sets inform decision making across the entire investment process: alpha discovery, portfolio construction and dynamic risk allocation.

We incorporate sophisticated, quantitative risk-management throughout the portfolio construction and investment process and seek to limit exposure to large drawdown cycles while profiting from shifting sources of return across assets and market cycles.

Our clients are interested in long-term total net return in the broadest, most meaningful sense. We employ a variety of proprietary investment and trading technologies seeking to maximize the ultimate investor metric of long-term capital appreciation plus income net of fees, trading costs, and taxes, when taxes are important. Many of our strategies have a yield or tax efficiency orientation.