An Outsourced Chief Investment Officer (OCIO) acts as a full-service third-party provider to wealth management, investment management, or consulting firms and takes on the investment-related responsibilities of those organizations. That typically includes setting the strategic asset allocation, selecting managers to oversee day-to-day portfolio management, and providing guidance on the overall direction of clients’ investment portfolios.
Beyond the obvious investment management function, an OCIO can provide huge benefits to an RIA seeking additional expertise and leverage by providing key deliverables that will free up time for advisors to spend with clients. Not only does an OCIO help free up time, but it can reduce risk and overhead and enhance a firm’s platform by providing a customized investment plan with expanded research and investment capabilities.
What Does an OCIO Provide?
There’s a reason why investment outsourcing is on the rise - one of the best things about using an OCIO is that the relationship is customized to exactly what you want and need. At Wealthspire, we provide many routine, quarterly, and annual services. These include:
Routine
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A customized suite of research support as needed based on your goals
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Personalized support on proposal and presentation responses
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Support for transitioning and onboarding large relationships
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Weekly investment email
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Access to Investment Team members
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Updates on approved managers and notification of status changes
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Updates on affirmative Investment Committee votes (held monthly)
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Routinely updated model portfolios and approved managers
Quarterly
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Client-facing investment commentary
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Attribution/Outlier report for an agreed-upon list of your managers as well as any managers from the Wealthspire recommended list
Annually
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Updates to capital market assumptions
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Participation by an Investment Team member in up to two Investment Committee meetings via phone
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Additional services available upon discussion
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Video meetings with individual advisors or clients
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Further client-facing content: video tutorials, blogs, and infographics
With many years spent operating as an RIA, Wealthspire Advisors understands the unique balance required to meet the needs of high-net-worth investors. Wealthspire’s OCIO services provide a collaborative and personalized approach to meet those needs while saving your firm time and money.
Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers. © 2025 Wealthspire Advisors
This material should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The information provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.
