Are you looking to outsource portfolio design and management responsibilities?
HCR can help.
The acronym "OCIO" likely means different things to different financial advisors. However, at HCR, we believe that Outsourced Chief Investment Officer services start and stop with becoming an investment management partner to your firm.
By definition, a Chief Investment Officer is responsible for the design, management, and ongoing oversight of a firm's investment activities.
However, additional areas of service often include managing the risk exposure of both the firm as well as client portfolios, heading the investment committee, overseeing performance, developing client communications, performing due diligence on products and managers, and ensuring that the firm's portfolio strategies remain true to their objectives.
OCIO Services provided by HCR:
- Customized Portfolio Design
- Asset Allocation Review/Design
- Portfolio Optimization
- Portfolio Management Dashboard
- Manager/Strategy Due Diligence
- Performance Review/Attribution
- Benchmark Selection
- Investment Committee Participation
- Business Consulting
- Fact Sheets
- Client Communication
- Branded Client Newsletter
- Sales Support
Have Questions? Want more Info? Contact Heritage or give us a call at (303) 670-9761