The Benefits of an OCIO
If your RIA is seeking additional expertise and leverage, our Outsourced CIO solution was designed to provide key deliverables that free up advisors to spend more time with clients while keeping your firm connected to the ultimate investment process they employ.
Designed for Independent Advisors
As an independent advisor ourselves, we understand your clients and the important interplay between financial planning and investments. RIAs serve a sophisticated array of clients in an environment that is constantly evolving in complexity, risk, and the speed and agility required to respond to markets.
Rather than a subscription service that is one-size-fits-all, we build a customized relationship with firms to create deliverables they need most, freeing up their time to engage with clients on the more personal side of investing.
Why Choose Outsourced Investing?
Your practice and your clients can benefit:
Reclaim Time
- Prioritize client experience over investment solutions
- Mentor and foster advisor growth
- Enables time for practice management
Reduce Risk & Overhead
- Reallocate resources and increase profitability
- Eliminate key man risk
- Supports succession planning
- Improved compliance and best practices
Advance Your Competitive Edge
- Comprehensive toolbox
- Expanded target market and increased efficiency
- Accelerated organic growth
- Sustainable and scalable business model
Our OCIO Services
We establish customized partnerships with firms in a fiduciary capacity, offering comprehensive, cost-effective, and transparent solutions. Our passion and commitment drive us to collaborate with organizations seeking to enhance their practice and value proposition.
Deliverables
- Weekly investment email with observations, insights, and updates from our team
- Monthly market slides featuring ongoing developments and observations
- Monthly model portfolios
- Quarterly manager outlier reports summarizing manager/model performance and attribution
- Quarterly model fact sheets with custom branding
- Semi-annual Capital Market Assumptions (CMAs) used in planning software and asset allocation decisions
- Ad hoc advisor education and support materials
- Ad hoc blogs, market updates, whitepapers, and timely videos
Quarterly
- Client-facing Investment Commentary
- Attribution/Outlier report for an agreed-upon list of your managers as well as any managers from the Wealthspire recommended list
Annually
- Capital market assumption updates
- Participation by an investment team member in up to two investment committee meetings via phone
- Additional Services Available Upon Discussion
- Video meetings with individual advisors or clients
- Further client-facing content: video tutorials, blogs, and infographics
Our Investment Team’s Core Philosophies
We are passionate about financial markets, manager due diligence, and investment strategies.
We are responsive to the needs, questions, and requests of Advisors.
We provide timely and accessible information on managers and markets.
We are intellectually honest, rigorous and naturally skeptical of the latest “shiny object.”