OCIO Custom Solutions/Tactical Strategies

We offer a spectrum of solutions from limited to complete discretion.

 

Some of our clients have special needs related to cash flow and liquidity. Others have adopted ESG guidelines that guide social responsibility investing goals. DeMarche crafts and executes custom portfolio solutions for these engagements.

 

Institutional Investment Management Focus Team |  OCIO Custom Solutions/Tactical Strategies

Mark A. Andes

Manager of Investment Research & Alternative Assets and Consultant

James F. Dykstal, CFA

Senior Consultant

Brooke M. Garcia, CFA

Client Portfolio Manager, Consultant

Timothy J. Marchesi, CFA

Chairman, President & Chief Executive Officer

Houston C. McConnell, CFA

Senior Analyst, Investment Manager Research

Travis C. Newman

Senior Consultant

Julie A. Smith

Senior Analyst, Investment Manager Research

Peg Vanwagoner

Senior Consultant

Dan J. Venker

Analyst, Investment Manager Research

Thomas C. Woolwine

Vice Chairman

Whether you’re an Institution looking for investment services or a Manager looking to contribute to our research program, we’re here to help.