Frequently Asked Questions

With >40% of an advisor's day dealing with investment related activities, we believe your time can be better spent focusing on other client value added activities to help your practice grow and succeed. An OCIO helps offload the research, due diligence, and maintenance for your investment activities.

No! Unlike the industry standard, we want you to take advantage of your book's growth. That's why all we ask for is a flat monthly fee that doesn't change. So as your book grows with the market, you benefit on all of that upside.

Yes, all of our material can be customized with your logo to be sent to your clients as if it is coming directly from you.

Yes, and we encourage you do to do. We want you and your clients to view us as another member of your team.

We make sure to create a fully customized portfolio transition plan that is approved by you before making any changes. The goal is to minimize as much impact as possible for taxes and transaction costs (including spreading out the swaps over different tax years if needed).