Petrichor Asset Management
Outsourced Chief Investment Officer (OCIO) Services
Petrichor (pe-tre-kor): an earthy, comforting, pleasant smell that is associated with rainfall
Built from lifelong advisors and investment professionals, we understand the investment challenges advisors face in today’s complex and time consuming world.
We provide you peace of mind by taking the weight of managing your investment portfolio off your plate.
What is an OCIO?
An Outsourced Chief Investment Officer (OCIO) provides full-service investment management to wealth and investment managers as a third-party. Services typically include setting and maintaining the strategic asset allocation, building the investment portfolios, overseeing all due diligence including selecting mutual fund managers, and providing guidance on market views and the overall portfolio.
What are the benefits of an OCIO?
By outsourcing your investment chief duties to a seasoned professional (OCIO), you gain access to expertise and resources that might not be available in-house. This frees up your team's time and potentially saves on costs. OCIO’s excel at managing risk and crafting strategic plans, ensuring your clients' investments stay on track towards their goals.
Petrichor is Here to Help You
With more and more complexity in the investment world, it’s not surprising OCIO services are gaining momentum. At Petrichor, we become an extension of your practice, providing you the resources and expertise needed to deliver bespoke portfolios that drive a superior experience for your clients.