Realize the best outcomes for your plan by delegating investment management
We recognize that maintaining a retirement plan is not part of your core business. So, our Outsourced Chief Investment Officer (OCIO) solution is designed for plan sponsors looking to outsource this complex responsibility, limit costs, and mitigate fiduciary liabilities, while remaining in control of the plan’s goals and objectives.
As an independent registered investment advisor, we consider every facet of your situation and develop a tailored approached centered around your investment philosophy, plan participant commitments, and desired investment outcomes. Our rigorous investment process ensures the highest quality of service in our role as the ERISA §3(38) fiduciary investment manager for your plan.
Our OCIO model is a full-service investment solution that can be integrated into our complete plan management services. We understand the entire plan ecosystem from plan design and funding policy to risk management and end-game strategies. Our retirement plan specialists work together with our investment professionals, so you benefit from a holistic approach to plan management that considers your plan’s funded status, actively balances assets against liabilities, and results in synergies and potential cost savings.