Why Does Your Advisory Firm Need OCIO Services?

To keep pace with rapidly changing markets, ever-changing regulations, and competitors, it’s imperative that Financial Advisors take a strategic approach to investment management.

Advisors trying to grow their firms can be overwhelmed with multitasking—prospecting and marketing while simultaneously providing financial and tax planning services and managing client portfolios.

Balancing these tasks alongside compliance and regulatory obligations creates additional challenges.

As a solution, more and more Advisors are adopting Outsourced Chief Investment Officer (OCIO) services, which can provide strategic investment advice and oversee a firm’s investment management, asset allocation, and due diligence (including risk management).

Why OCIO?

The factors driving the decision to engage OCIO services vary among firms; however, some leading drivers include:

FOCUS
OCIO services can boost your firm’s capabilities and business oversight by allowing you to offload operational burdens and focus on organic growth and client-centric initiatives.

ACCESS
OCIOs offer invaluable expertise, providing access to niche markets, alternative asset classes, and innovative investment strategies that might otherwise be inaccessible to your firm.

COST SAVINGS
The economies of scale inherent in OCIO partnerships can help maximize returns and minimize expenses, boosting profits and enhancing the value you provide clients.

FLEXIBLE INVESTMENT STRATEGIES
Traditional advisory firms often lack the resources to vet investment opportunities—or respond quickly and decisively. An OCIO’s proactive portfolio management can enhance an advisory firm’s ability to maintain a competitive edge and potentially better serve their clients.

CLIENT-CENTRIC STRATEGY
Prioritizing client-centric initiatives is critical to foster long-term relationships and sustain growth. Outsourcing portfolio management to OCIOs frees resources for enhanced client engagement. 

Interested in learning more about OCIO services from Symmetry Partners? Schedule a meeting today with a sales representative. We’ll establish your needs and recommend the right strategy—and then provide ongoing maintenance, support services, and marketing collateral. 

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.

Symmetry provides this communication on this site as a matter of general information. Information contained herein, including data or statistics quoted, is from sources believed to be reliable but cannot be guaranteed or warranted. Due to various factors, including changing market conditions and/or applicable laws, the content may not be reflective of current opinions or positions. All content on this site is for educational purposes and should not be considered investment advice, recommendation, or offer of any security for sale. Symmetry Partners does not provide tax or legal advice and nothing either stated or implied in this material should be inferred as providing such advice. Symmetry Partners does not approve or endorse any third-party communications on this site and will not be liable for any such posts.

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