Outsourced Investment Office

We deliver a tailored solution for clients who seek to delegate policy implementation.

 

Our process begins with you prioritizing key investment challenges and objectives. Together we develop a tailored investment policy that optimally balances return, risk, liquidity, and time horizon. Once the policy is set, you delegate the implementation to us. We take actions related to manager selection, tactical positioning, fee negotiation and continuous oversight.

 

 

Institutional Investment Management Focus Team |  Outsourced Investment Office

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.