Investment Management
Rely on Socius to manage your investments with evidence-based,
data-driven strategies.
As a high-net-worth individual or family, your investments are more complicated than most. You deserve more than just another investment adviser—consider an outsourced Chief Investment Officer (OCIO). Socius can help.
While we specialize in comprehensive Family Office services, our team can also plug into the work of your existing financial team to focus solely on allocating your assets, selecting your investment managers, and continuously monitoring your progress.
Our Investment Management Philosophy
As the center of all client engagements, we perform as a fiduciary, balancing risk and reward around your personal goals. By understanding your ambitions, risk tolerance, and life events, we’ll design intelligent asset allocations suited to you—and you alone.
While many asset managers claim to “beat the market,” very few do—and almost none outperform the market consistently over time. Despite our best efforts, conventional forms of investment management are influenced by human emotions: fear and greed can cloud judgment, exposing your investments to undue risks.
At Socius, we follow an evidence-based approach grounded in historical data and research. We’ll also manage your risk via an asset-liability framework, separating assets you need from the growth you want—providing peace of mind in good markets and bad.
Contact Socius today
to learn more about our investment management services.
OUR INFO
Southeast Office
200 East Las Olas Boulevard, Suite 1550
Fort Lauderdale, FL 33301
561.404.0484
Northeast Office
2605 Nicholson Road, Suite 5140
Sewickley, PA 15143
724.602.2912