The OCIO model can help firms of all sizes access cost-efficient, comprehensive investment management, and amplified offerings. Our OCIO solution meets higher standards than others. It’s comprehensive, personalized, and brings experience from a nationally built RIA and fiduciary partner.
There is a major gap in the fragmented world of outsourcing the CIO role for RIAs. When you outsource the CIO role to us, you’ll get access to portfolios with high-conviction managers, purposeful asset allocation, and in-depth research, so you can deliver clear and comprehensive investment proposals tailored to your client’s specific investment objectives, risk tolerance, and goals.
Importantly, you also get an experienced voice in setting policy and procedures, strategy, and implementation, and aligning decisions that are best for your firm and your clients.
Most firms need more than just help managing money; they want advice on laying or strengthening a foundation and a sound strategy. From planning to execution, our OCIO can help.
We offer an investment research completion strategy tailored to both wealth advisors and institutional clients. Our institutional framework brings flexibility and choice.
Advisors choose from curated, turnkey model portfolios, custom unified managed accounts, and individual strategies, as well as expansive industry resources.
We recognize that interest rates are fundamental to understanding long-term valuations and returns, and that nominal interest rates are influenced by real rates, inflation expectations, and risk premia—key insights for informed investment decisions.
Our strategy underscores that approximately 90% of a portfolio’s risk and return variance comes from asset allocation choices, rather than stock selection or market timing.
We are committed to identifying investment opportunities driven by global monetary and fiscal policies, as well as investor behavior, which create dislocations across asset classes.
We understand that periods of overconfidence and market capitulation often precede mean reversion, providing strategic entry points for our investments.
We believe that staying informed about market trends, economic indicators, and evolving investment strategies is essential for adapting our approach and maximizing our investment potential.
Advisory Services offered through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.