OCIO services

Is an OCIO right for you?

Sometimes it’s better to have a knowledgeable partner at your side.


Lots of responsibility. One outsourced chief investment officer (OCIO) to handle it all.

We know you're busy. And there are many challenges to managing your nonprofit. As investment experts, we can help you stay focused on your mission.

We’re more than just an investment manager

We provide boutique OCIO services specializing in health care systems, colleges, foundations, and endowments.


No matter where your particular challenges lie, we have the expertise to provide the potential for better outcomes. Essentially, we’ll work as an extension of your team to manage your portfolio, perform asset mix modeling, and provide risk management along with fiduciary support. 

This is an important part of your business. And you’ll need someone at your side you can trust to help you with it. That’s us. Please reach out for more information about how we can work together.

Or simply give us a call at 888-888-7064. If you’re already a client of ours, you can contact your representative.

For more information about any fund, visit or call 800-523-1036 to obtain a prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.

All investing is subject to risk, including the possible loss of the money you invest. Diversification does not ensure a profit or protect against a loss.