How Should Advisors Access an OCIO Firm?

Many factors come into play when deciding to work with an Outsourced Chief Investment Officer (OCIO).

The OCIO partner you choose must comprehend and accommodate your specific requirements, preferences, and constraints—and provide customizable solutions that align with your client-centric initiatives.

So, how can your advisory firm ensure you’re choosing an OCIO that’s aligned with your goals?

• Evaluate their scale, infrastructure, and support capabilities. The OCIO firm must provide robust technology and experienced staff, and they must support a variety of investment strategies and operational requirements to meet your firm’s needs.

• Ensure the OCIO has access to diverse asset classes and strategies. The must be able to adeptly navigate different markets and provide access to traditional and alternative assets tailored to your needs.

• Look for an OCIO practice that provides transparent pricing and fee structures, including fee disclosures and competitive pricing models.

• Do your due diligence to ensure the OCIO firm has a proven track record of performance and client satisfaction.

Symmetry provides a full suite of OCIO services tailored to meet Advisors’ needs. Working together, we’ll establish your needs and recommend the right strategies—and then provide ongoing maintenance and support services. 

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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