Many advisory firms are challenged by effectively managing their clients’ portfolios—on top of running the business, marketing, and prospecting. Outsourcing some of these responsibilities by utilizing Outsourced Chief Investment Officer (OCIO) services is a strategic way for firms to free up internal resources and provide streamlined governance.
The advantages are numerous for Advisors’ firms and their clients’ portfolios.
Maximizing Resources
Working with an OCIO can help your firm maximize its resources by providing robust operation systems, administrative relief, and back-office services. They can take on complex investment research and management tasks, saving your firm hours of heavy lifting.
An OCIO can also step in to manage relationships with other service providers. And working with an OCIO can help your firm improve its credibility by assuring clients that a team of experts is handling their wealth management.
Enhancing Your Firm’s Capabilities
An OCIO is a team of specialists with deep experience and expertise that provide investment insights and strategies that surpass your firm’s in-house capabilities. And they’re cost-efficient, saving your firm the expense of hiring a full-time, in-house investment team.
With their specialized expertise, an OCIO can efficiently navigate market changes and implement sophisticated strategies aligned with current conditions. They can assess the impact of investment outcomes on your clients’ financial health and strategic objectives, helping ensure they’re aligned with their goals.
And, because they have access to a broader range of asset classes, an OCIO can deliver diversified portfolios that can reduce risk and improve return rates.
Symmetry provides a full suite of OCIO services, supported by extensive investment expertise and a dedicated team. We’ll collaborate to choose the ideal blend of OCIO offerings to meet your needs.
For more information, visit our OCIO site or contact Symmetry Partners.
Information is intended for Financial Professionals. Symmetry Partners, LLC is an investment advisory firm registered with the Securities and Exchange Commission (SEC). The firm only transacts business in states where it is properly registered or excluded or exempted from registration requirements. Registration with the SEC or any state securities authority does not imply a certain level of skill or training. No one should assume that future performance of any specific investment, investment strategy, product or non-investment-related content made reference to directly or indirectly in this material will be profitable. All data is from sources believed to be reliable but cannot be guaranteed or warranted.
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