Institutional Consulting: OCIO Services

The Beacon Pointe OCIO Services Platform is a full discretionary investment solution for institutions that allows decision-makers and staff to focus on high-level policy decisions to achieve the organization’s mission. 

Beacon Pointe consultants are proactive partners who bring a wealth of institutional experience to managing client portfolios. Through our Outsourced CIO solution, we specialize in policy development, cash flow and strategic planning and alignment of investment objectives with well-constructed portfolios.
Outsourced Chief Investment Officer (OCIO) Services

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.

Dedicated OCIO Expertise
Custom Portfolios
Team-Integrated Support

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

Clients are served by a team of dedicated investment professionals who employ their industry experience, community involvement and expertise to enhance the overall service experience.
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.

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