An experienced approach built to fuel your growth
We’ve been where you are. We reached an important inflection point in 2012: faced with investing in our business by building our resources or staying under a large wirehouse. We chose to make the investment and establish our independence. Back then, there were no meaningful solutions for OCIO services that met our needs. We were a growing business and had a firm commitment to serving as fiduciaries for our clients, with transparent advice and unbiased solutions. We built our team to include dedicated research, portfolio strategy, due diligence, trading, and marketing. And we never looked back. While the time and capital investments to do this were great, in the first ten years we experienced phenomenal growth—from $1.2B to over $3B, and seven team members to 36. The best part? Our advisors no longer need to manage multiple roles. Rather than spreading their time among research, investing, due diligence, and manager selection, they now have a single focus: Serving their clients and developing new relationships.
Plug into this dynamic platform that regularly provides content for your personal Investment Research Portal that includes compelling research, reporting, and model delivery—all customized with your firm’s logo and brand colors. See the difference Verdence/OCIO can make for your brand and the access that we can provide to unique private investments.
The world of investments is becoming more and more complex, making it harder to compete, stay abreast of evolving compliance requirements, and more challenging to grow your business. As a result, these complexities place more strain on your most finite asset: time. Verdence/OCIO services alleviate many of your challenges and—by freeing your time to focus on relationships and business development—offer your clients an elevated investing experience.
Leo Kelly, Partner, CEO
Verdence/OCIO services help bolster your sophisticated investment options and offer private equity access for your clients. The private markets have grown tremendously over the past decade and can add to a well-diversified portfolio with less volatility. Information to value a private company is not as readily available as it is for a public company, which makes finding the right opportunities difficult and conducting rigorous due diligence essential. In addition, the large minimum investment requirements can make private equity out of reach for many investors. Verdence/OCIO platform offers you access to those alternative investments with lower minimums and the added benefit of our position to negotiate favorable rates.
Matt Andrulot, Managing Director Verdence/OCIO
EXPERIENCE
Dedicated resource specialists who execute portfolio strategy, research, due diligence, and marketing to communicate each point of view thoroughly, clearly, and effectively.
SOPHISTICATION
High standards in qualitative, quantitative, and content analyses that bring a depth of experience, market knowledge, and ongoing vigilance to regularly examine, challenge, and make necessary adjustments. A powerful statement for your brand.
SUPPORTIVE RESEARCH
Thorough research spanning the global capital private and public markets, due diligence, asset class allocation and correlation, and comprehensive strategies that all follow a disciplined investment process.
UNIQUE ACCESS
Beyond simply finding unique private deals and providing access to them, we provide the due diligence needed to determine the right opportunities, and with increased buying power, we strive to negotiate down their associated fees.
