Outsourced CIO (OCIO) Solutions

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.

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MarketsGroup

Elite Private Wealth CIOs
2026

Barron’s

Top 100 Institutional Consulting Teams
2025

Award Disclosures

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.

High-level Objectives

Understand your organization’s strategic mission and goals
Outline investment objectives and define risk tolerance
Detail fiduciary guidelines and responsibilities

Building the Investment Portfolio

Develop and review the Investment Policy Statement
Create optimal investment structure
Launch investment program

Performance Measurement and Portfolio Oversight

Implementation of investment process and procedures
Risk management and monitoring
Ongoing proactive investment guidance

Asset Allocation, by far the most important investment decision, rarely receives the attention it deserves. While robust DFA models are effective at quantifying the trade-off between expected and worst-case results, they do not address the critical question of how much short-term downside can be tolerated in pursuit of long-term growth.

DFA/ALM models should be transparent, easily vetted, available to clients with all assumptions challenged, tested and fully disclosed.
ESG analysis includes modeling the impact of ESG constraints on equity portfolio risk to determine how unintended risk exposures might be offset with passive vehicles or by adjusting the target equity allocation.

Mission Guided Investing

Beacon Pointe Advisors has a robust arsenal of both Alternative Investments and Values-Based Investing offerings. Our Investment Research Department and institutional consultants are dedicated to understanding the goals, values, and missions of each organization we serve. These unique 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.

Learn How we can Help Your Organization

OCIO Services FAQs

What does an OCIO do?

No, OCIO services are increasingly used by mid-sized nonprofits, foundations, and family offices seeking expertise and efficiency.

Do we lose control with an OCIO?

No, clients retain strategic oversight while delegating execution and daily management.

Why are OCIO services growing?

Investment complexity, regulatory pressures, and resource constraints are driving increased adoption of OCIO models globally.

Meet Our OCIO Consulting Group

Cameron Wright

Senior Client Service Associate, Institutional Consulting