Equal Housing Lender. Bank NMLS #381076. Member FDIC.
OCIO Investment Solutions
A robust open architecture platform
We provide access to a variety asset classes, managers, and execution vehicles.
We provide the opportunity to invest alongside a number of globally recognized family offices and institutional investors.
Traditional assets
Equities
In the U.S.—large cap and small cap—in addition to stock of companies in emerging and developed international economies
Fixed income
Offerings that include corporate, municipal, and government bonds, plus enhanced cash strategies for short-term liquidity solutions
Cash/liquidity management
Oversee cash flows, optimize short-term financing, and help ensure liquidity and efficient use of cash.
Nontraditional assets
Private markets
Private markets do not move in lockstep with traditional publicly traded asset classes, offering rarified exposure and the potential for higher and more diverse return streams across equity, real estate, debt, or niche strategies (For qualified investors only.)
Private markets investments are only available to investors that meet the U.S. Securities and Exchange Commission’s definitions of “qualified purchaser” and “accredited investor." Investments such as private funds that focus on alternative strategies are subject to increased risk and loss of principal and are not suitable for all investors. These types of investments may use aggressive investment strategies, which are riskier than those used by typical mutual funds, and you may lose more money than if you had invested in another fund that did not invest as aggressively.
Other alternative investments
Hedge funds or real asset managers may present the ability to protect against volatility and serve as an inflation buffer.
Alternative assets, such as strategies that invest in hedge funds, can present greater risk and are not suitable for all investors.
Implementation strategies
Active/passive — we opt for active when there is sufficient conviction returns will exceed incremental costs; if not, we generally opt for lower-cost passive funds that track a benchmark
Sustainable investing, ESG and socially responsible solutions that seek to align client portfolios with institutional values.
There is no guarantee that integrating ESG analysis will provide improved risk-adjusted returns over any specific time period. The evaluation of ESG factors will affect the strategy’s exposure to certain issuers, industries, sectors, regions, and countries and may impact the relative financial performance of the strategy depending on whether such investments are in or out of favor.
Direct or custom indexing designed to meet specific client goals and objectives.
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