Family Offices

Outsourced CIO

Unlock the power of our all-inclusive investment platform and exclusive proprietary offerings to streamline your investment strategy. Whether you prefer to outsource your entire investment portfolio or enhance your existing offerings, Socius is here to support you. With Socius, you can access a wealth of opportunities and expertise, allowing you to optimize your investment approach and achieve your financial goals.

Socius Family Office is proud to offer Outsourced Chief Investment Officer (OCIO) services designed to meet your unique investment needs. Our approach is built upon a holistic and comprehensive investment consulting framework. As your trusted partner, we take care of the intricate details of investment management, allowing you to focus on what matters most.

At Socius Family Office, we recognize that every client is unique, and we tailor our OCIO services to fit your individual needs. Our approach begins with a deep understanding of your long-term investment goals. We collaborate closely with you to design a program that aligns with your objectives and preferences. Customization goes beyond investment strategies; we also consider your reporting requirements, infrastructure preferences, and communication preferences.

At Socius, our OCIO services are designed to assist institutional investment stewards in delegating their fiduciary duties. With our customizable discretionary framework, we offer comprehensive solutions that cover key aspects such as

  • Investment policy
  • Asset Allocation
  • Portfolio Monitoring and Reporting
  • Investment Manager Due Diligence
  • Trading Cost Control.

By leveraging our expertise and tailored approach, we empower our clients to effectively manage their investment responsibilities while optimizing their investment outcomes.

RELATED Services

Related Insights

IPOs: Profiles Are High. What About Returns?

Initial public offerings (IPOs) often attract initial public interest—especially when familiar brands become broadly available to investors for the first time.

Read More

Timing Isn’t Everything

Over the course of a summer, it’s not unusual for the stock market to be a topic of conversation at barbecues or other social gatherings.

Read More

The Randomness of Global Equity Returns

Investment opportunities exist all around the globe.

Read More

GET STARTED WITH: Outsourced CIO

GET STARTED WITH Outsourced CIO FOR Family Offices

Speak to Socius Family Office today.