Foundations & Endowments

Outsourced CIO

Unlock the power of our all-inclusive investment platform and exclusive proprietary offerings to streamline your investment strategy.

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.

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GET STARTED WITH Outsourced CIO FOR Foundations & Endowments

Speak to Socius Family Office today.