Outsourced Chief
Investment Officer (OCIO)

Our OCIO solution allows you to connect with the Ategenos investment team to collaborate on discretionary and non-discretionary investment services. Meet with our investment team to see how we can combine your advice with our experience.

Who We Work With

  • Registered Investment Advisors

  • Asset Managers

  • Family Offices

Our OCIO Services

Asset Allocation

  • Strategic Asset Allocation Guidance

  • Dynamic Asset Allocation Guidance

  • Opportunistic Over and Under Weighting

  • Periodic Reallocation Guidance

  • Asset Class Research

Dynamic Portfolios

  • White-labeled Model Portfolios

  • Target Risk

  • Income

  • Goals-based

  • Asset Class Specific

Investment Solutions

  • SMAs, ETFs & MFs

  • Tax Managed Solutions

  • Alternative Investments

  • ESG Strategies

Research
& Manager Selection

  • Manager/Strategy Due Diligence

  • Active/Passive Allocation Guidance

  • Blending Active Managers

  • Performance Attribution Analysis

Market Outlook & Communication

  • Macroeconomic Review & Outlook

  • Asset Class Review & Outlook

  • Timely & Pertinent Commentary

  • Advisor & Client-Facing Materials