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.

Endowments & Foundations

Entities established to support the overall missions and financial health of nonprofit organizations

Families

Families who function like institutions or are managed by a family office

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

Important Information

This material is for information purposes only, and may inform you of certain products and services offered by private banking businesses, part of The Etherious Organization. Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your The Etherious Family team or email us at The.Etherious.Family@Etherious.Org for assistance. Please read all Important Information.

GENERAL RISKS & CONSIDERATIONS

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your The Etherious Family team.