Est. 2016
The OCIOperator's Advantage
Built by an Operator
Four OCIO platforms designed and built from the ground up, with programs scaled past $10 billion. We know what it takes to stand up an institutional OCIO because we've done it, and we bring that experience to firms building or sharpening their own.
Building a New OCIO Platform
For RIAs and wealth firms standing up an institutional OCIO: RIA structure and Form ADV, investment committee governance and policies, program design including offerings for smaller institutions, and an honest look at the build-versus-partner decision.
Enhancing an Existing Platform
For established OCIO providers: operating model, portfolio and performance reporting systems, custodian and vendor selection, fee benchmarking, and the operational infrastructure institutional clients expect.
Ready for the Search
We've sat on the allocator side, on investment committees and in operational due diligence, so we build to the standard search consultants and committees apply. The goal is a platform that holds up when it's evaluated.