OCIO Investment Solutions
A robust open architecture platform
We provide access to a variety asset classes, managers, and execution vehicles.
We provide the opportunity to invest alongside a number of globally recognized family offices and institutional investors.
Traditional assets
Equities
In the U.S.—large cap and small cap—in addition to stock of companies in emerging and developed international economies
Fixed income
Offerings that include corporate, municipal, and government bonds, plus enhanced cash strategies for short-term liquidity solutions
Cash/liquidity management
Oversee cash flows, optimize short-term financing, and help ensure liquidity and efficient use of cash.
Nontraditional assets
Private markets
Private markets do not move in lockstep with traditional publicly traded asset classes, offering rarified exposure and the potential for higher and more diverse return streams across equity, real estate, debt, or niche strategies (For qualified investors only.)
Other alternative investments
Hedge funds or real asset managers may present the ability to protect against volatility and serve as an inflation buffer.
Implementation strategies
Active/passive — we opt for active when there is sufficient conviction returns will exceed incremental costs; if not, we generally opt for lower-cost passive funds that track a benchmark
Sustainable investing, ESG and socially responsible solutions that seek to align client portfolios with institutional values.
Direct or custom indexing designed to meet specific client goals and objectives.