Beacon Pointe Outsourced CIO (OCIO) Services
is a discretionary investment solution for institutions that allows decision-makers and staff to focus on high-level policy execution to achieve the organization’s mission. Through our OCIO Solution, we specialize in policy development, cash flow and strategic planning, and the alignment of investment objectives with well-constructed portfolios.
Dedicated OCIO Expertise
Custom Portfolios
Team-Integrated Support
Beacon Pointe institutional consultants are dedicated to understanding all aspects of your organization’s investment objectives. As a fiduciary, Beacon Pointe utilizes a client-focused approach to investment advice intentionally separating the key duties of consultant, custodian and asset manager to minimize conflicts of interest and, thereby, make decisions in the best interests of our clients.
- Understand your organization’s strategic mission and goals
- Outline investment objectives and define risk tolerance
- Detail fiduciary guidelines and responsibilities
- Develop and review the Investment Policy Statement
- Create optimal investment structure
- Launch investment program
- Implementation of investment process and procedures
- Risk management and monitoring
- Ongoing proactive investment guidance
Mission Guided Investing
Beacon Pointe Advisors has a robust arsenal of both Alternative Investments and Values-Based Investing offerings. Our Investment Research Department and instutional consultants are dedicated to understanding the goals, values, and missions of each organization we serve. These unqiue needs and values are as broad and as different as every unique client. Our Institutional Consulting Group has extensive depth of expertise in these areas and is well-equipped to assist institutional clientele with aligning mission-driven purposes to create customized investment portfolios to help achieve these mission-related goals.
Clients are served by a team of dedicated investment professionals who employ their industry experience, community involvement and expertise to enhance the overall experience for the organizations we serve.
Contact Our OCIO Consulting Team
We are here to be of service, guiding your organization to best achieve its desired investment goals and objectives. If you are looking for a trusted partner, please contact us.
Recent Posts
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including market and asset class movement.
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including market and asset class movement.
A monthly market newsletter designed to provide you with a brief update on the macroeconomy including market and asset class movement.
