OCIO Overview
Outsourced Chief Investment Officer (OCIO) is a model where an external firm is hired to handle some or all of the investment management responsibilities that an internal CIO or investment team would typically perform.
Using an OCIO allows a firm to access professional investment expertise, improve governance, reduce complexity, and free up time to focus on clients and relationships
Who Uses OCIOs
Individual advisors, RIAs, family offices, endowments, and foundations all use OCIO services. Firms of all sizes can benefit from the efficiencies gained through outsourcing their chief investment office.
The Portfolio Guide difference
Other OCIO services begin the conversation by explaining their investment philosophy and showing prebuilt models. Portfolio guide learns your investment philosophy and builds your models based on your strategies.
Our Mission
To help advisors define their own investment philosophy and give them control over their investment strategies. Functioning as an end-to-end, in-house investment team, Portfolio Guide handles all trading, research and due diligence aligned with the advisor’s investment philosophy.
Our Pillars
Tailored Solutions
We’re not here to sell a generic solution, we are partners in helping you define your investment philosophy and build strategies that reflect it.
Dedicated Investment Team
Our team is there for you with regular portfolio reviews and availability for client meetings. Outsourced never felt more in-house.
Back Office Support
Let our team take care of rebalancing, cash management, ongoing due diligence, and industry leading research. Spend your time where it matters most.