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.
Barron's Top 100 Institutional Consulting Teams (1)

For industry award disclosures, click here.

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.
Recent Posts
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.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.