Your financial success guides every component of our OCIO program. Our discretionary, multi-manager program is flexible and designed to deliver strong risk-adjusted returns for our clients. We have a 30-year track record to demonstrate our commitment to that goal.

We leverage our experts, technology, and processes to create a strategy to reach your goals.  Here’s how:

Our team of 100+ investment professionals act as an extension of your staff.

  • Tapping top-tier and emerging managers. Manager selection is a seamless part of our investment program that brings together manager research, hiring, monitoring, and change within a discretionary framework. For 30 years, our experts have leveraged their network and the latest technology to ensure we find the best managers that we can. 
  • Actively managing your portfolio. Active management on multiple levels seeks to capture market opportunities in a timely, efficient, and cost-effective way. We focus on the fundamentals that drive long-term value. Our dynamic approach provides exposure and diversification to help enhance returns.
  • Managing risk. We provide a holistic view of risk across your portfolio by analyzing the exposures to and correlations between asset classes and other risk factors. Advanced risk analytics give you insight into the impact of market scenarios on your portfolio.
  • Investment specialists. Our team of 100+ investment professionals, with extensive experience in the investment management business, acts as an extension of your staff. The team, coupled with our investments in the latest technology and systems, help ensure you have the right portfolio to pursue your goals.