An OCIO, or Outsourced Chief Investment Officer, is becoming more and more commonplace with Advisors. But what exactly does that entail, who is actually using them, and what does that relationship look like? We break down:

  • What does an OCIO actually do?
  • How precisely does it benefit the advisor’s business?
  • What impact does it have on the client relationship?

We hope you enjoy and follow us on this journey!
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Show Notes:

Learn more about combining strategists with an OCIO.

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Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.