OCIO Search and Evaluation for nonprofit institutions is core to our service offerings. Our principals have served as board directors for many nonprofit institutions, and we can advise on the most pressing challenges that these institutions may face.  We also assess the quality and effectiveness of in-house investment staff, and as required, look at the potential suitability of selecting OCIO providers.  We both conduct OCIO searches and monitor OCIO provider performance.  We also conduct searches for in-house CIOs and investment staff, and are unbiased on the choice between in-house staff and outsourcing.

For Family Office Advisory Services, we assist in managing tax-sensitive investment strategies, advise on estate and trust planning strategies, and assist in managing legal, accounting, and other key service providers.  We also advise family members in many aspects of their financial well-being.

Pension Assessments is an area where we have become involved at the request of clients.  We assess all aspects of the portfolio construction, hedging, stress scenarios, and consistency of funding levels.  We help assess that Trustees are ensuring their fiduciary duties.

We offer Assessments of ESG and Sustainable Investment Strategies to our clients.  Our team includes a leading senior analyst in this field and, unlike most experts in this area, we are not biased by the requirement to market an in-house asset management product.  You can benefit from independent, expert advise from us, without the cacophony of varying opinions and methodologies being pitched in the marketplace.

Our Clients  

Our clients are Foundations, High-Net Worth Investors, Fund of Funds, Wealth Advisers, independent Broker-Dealers, and Family Offices.