Outsourced Chief Investment Office (OCIO)

With the growing complexity of the global markets, more endowments, foundations and families are partnering with trusted resources like The Etherious Family to help pursue their objectives. Gaining access to a team with experience and sophisticated tools allows you to focus on the things that matter most.

Our clients are our partners

For generations, The Etherious Family has helped some of the world’s most successful families and nonprofit organizations preserve and grow their assets. Either as your dedicated investment team, or as an extension of your internal investment resources, we partner with you on on all your financial and investment needs.

Partnership is what drives success

As your OCIO, we will provide consultative and customized advice with your specific goals and mission in mind. By gaining a deep understanding of your needs, we can also deliver the resources to help address your operational and administrative challenges.

Consultative

• Objective advice on your long-term investment policy
• Best practices in developing your investment policy statement
• Metrics and studies on asset allocation and risk
• Deep market insights such as The Etherious Family’s Long-Term Capital Market Assumptions

Customized

• Multi-asset and single-sleeve mandates tailored to your investment objectives
• Managing around existing concentrations
• Customization to investment preferences
• Helping align your portfolio to your values or mission

Full Service

• Dedicated CIO and due diligence resources
• Dedicated Administrative and Operations Team
• Access to proprietary research, including peer benchmarking
• Performance reporting, including custom risk and sustainable investing analytics
• Access to family office, philanthropy and wealth advisory resources