Outsourced CIO
More time to focus on your mission.
Non-profit organizations that need additional guidance with investment decisions and endowments should consider the Outsourced Chief Investment Officer Services from the Hadary team of Moneta. By taking on some investment tasks, we give your board more time to focus on the mission.
What is an Outsourced Chief Investment Officer (OCIO)?
An OCIO is responsible for the daily investment management duties at an organization. Businesses and non-profits outsource the tasks, either partially or entirely, to an investment consultant who can create the Investment Policy Statement, research the investments, trade, monitor and report back to the governing board or investment committee about the investment allocation, performance, and investment changes.
While the OCIO retains fiduciary duty over investments, the organization maintains a level of control over them, as well. Fiduciary responsibilities can include providing solutions for mitigating costs, risk, and volatility of the investment choices.
OCIO Services from the Hadary team.
OCIO services are not a one-size-fits-all solution. One non-profit organization may have vastly different needs and goals from another, making it necessary for customized OCIO services. The Hadary team of Moneta helps investment committees with endowments adhere to their fiduciary standards. We provide comprehensive investment portfolio management and reporting services tailored to the unique goals of each organization, including:
Customized Reporting
Choosing investments strategically and overseeing the management of personalized investment portfolios according to the non-profit’s objectives
Communications & Meetings
Choosing investments strategically and overseeing the management of personalized investment portfolios according to the non-profit’s objectives
Investment Policy Creation & Evaluation
Developing investment goals, restrictions, management guidelines, and review processes
Portfolio Implementation & Management
Choosing investments strategically and overseeing the management of personalized investment portfolios according to the non-profit’s objectives
Spending Policy Construction
Assessing withdrawal rate using capital needs and development efforts
Trustee Guidance
Instructing on policies and procedures for fiduciaries entrusted with the non-profit organization’s investments
Seek Outsourced Chief Investment Officer Services
Trust the Hadary team in Denver, Colorado, to deliver reliable OCIO assistance for non-profit endowments. The Hadary team at Moneta combines the large-scale resources of a $33 billion assets under management firm (as of December 31, 2021) with the personalized attention and loyalty of an independent RIA.
As independent and fee-only investment advisors, we are not swayed by shareholders or external private equity, nor do we earn compensation for the products we suggest. Instead, we adhere to our fiduciary duty to offer solutions that meet the needs of our clients above our own interests. In addition to OCIO and other help with investments, we also provide estate planning, tax planning, bookkeeping, and family office services.
Contact us to learn more about Outsourced Chief Investment Officer Services or schedule a free consultation for your next request for proposal (RFP).
