Reduce cost and complexity while building performance and access
The world of investments is becoming more and more complex with increased competition for new clients and resources, rigorous compliance demands, and stifling time constraints. More so for firms seeking to grow their businesses. Driving growth can often strain your team, your limited resources, and your working capital. Not to mention the difficult—sometimes costly—lessons along the way. Rather than experiencing strain, imagine the benefits of plugging into turnkey investment enhancements at a lower cost structure, gaining access to unique private investments, and elevating your client experience.
/OCIO Benefits
Matt Andrulot, Managing Director of Verdence/OCIO
Sophisticated Investment Strategy
Megan Horneman, Chief Investment Officer
Force Multiplier
Michele Welsh, Chief Marketing Officer
TURNKEY INVESTMENT SOLUTIONS DESIGNED FOR GROWING ENTITIES
HOLISTIC OCIO
A full suite of enhancements for growing RIAs looking for supplemental resources to offer clients complex solutions through supportive research, educational reporting, model delivery, and unique private investments.
TARGETED OCIO
A concentrated set of services designed for single- and multi-family offices and mature RIAs who seek evolving solutions, unique private access, and the tools to help them attract and service higher net-worth clients.
CONSULTATIVE OCIO
A customized range of solutions for your unique needs, from investment policy consulting, asset allocation analysis, risk mitigation, discretionary portfolio construction and manager selection, and solutions for your many additional priorities.
Who are the ideal firms we serve?
Matt Andrulot, Managing Director of Verdence/OCIO
