Sep 2, 2026
If your organization has hired an outsourced chief investment officer (OCIO), you should expect more than a quarterly performance report. An OCIO is there to help you make better investment decisions. That means the reporting should do more than tell you whether the...
Aug 25, 2026
What goes into a professional OCIO model portfolio? More than picking a collection of investments and assigning percentages to each one. A professional outsourced chief investment officer (OCIO) typically starts with the client’s objectives, risk capacity, portfolio...
Aug 17, 2026
If you are considering an outsourced chief investment officer (OCIO), the most important question is not simply, “What is your investment performance?” A better question is: “How will you make investment decisions, and can I clearly understand why those decisions are...
Aug 10, 2026
The short answer: You do not necessarily need another full-time investment professional to grow your RIA. You need enough investment capacity to support more clients without allowing research, portfolio management, trading, and client communication to consume the time...
Aug 5, 2026
The S&P 500 ended July exactly where it started. Flat. After geopolitical shocks, a Fed non-decision that somehow rattled more than it reassured, and a late-month rally that arrived fashionably late — zero net movement. And yet, underneath that deceptively calm...
