What We Do
What is an Outsourced Chief Investment Officer (OCIO)?
An OCIO handles building and managing your investment portfolio, tailoring it to your clients’ risk tolerance and financial goals. An OCIO becomes an extension of your organization. Their duties free up your time and resources to focus on your core business. OCIO’s provide access to advanced resources to develop a strategic investment plan, choose suitable investment managers, and actively manage your portfolio to maximize returns while keeping risk in check. They also provide regular reports and keep you informed about your investments.
Building the Backbone of Stronger Investment Strategies
By partnering with Petrichor, you gain a powerful advantage. We become an extension of your team, providing the expertise and resources necessary to confidently build and manage robust investment portfolios for your clients.
At Petrichor, we specialize in empowering financial advisors with the tools and resources they need to craft successful investment strategies for their clients. We go beyond traditional asset management by acting as a comprehensive partner, providing:
