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
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.
Recent Posts
January 2022 In 1952, an economist named Harry Markowitz published research on “Portfolio Selection,” a paper that contained theories which…
A client reached out by email – paraphrasing a bit… “Dear Financial Advisor, I know that selling my investments when…
Authored by : Michael G. Dow, CAIA, CFA, CPA, Chief Investment Officer Julien R. Frazzo, Director of Risk Management and…
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.
