Decoding OCIO Fees: Understanding Cost Structures for RIA Firms
When choosing an outsourced OCIO partner, one of the most important steps is getting a clear picture of how their fees are determined. This raises key questions: What is their fee structure, and how are […]
Technology in OCIO Services: Enhancing Efficiency for Financial Advisors
Technology is becoming an increasingly valuable tool for investment management, driving greater efficiency and accuracy in a complex financial environment. However, with the rapid pace of technological change, many RIAs find it challenging to stay […]
OCIO Reporting Capabilities: Key Transparency Practices for RIA Firms
Just as clients don’t want to be left in the dark about their investments, the same is true for RIAs and IARs who work with an Outsourced Chief Investment Officer (OCIO). Maintaining a high level […]
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Investment Strategy Expertise: How OCIOs Tailor Asset Allocation for RIAs
Choosing the right money managers is only part of the equation. Monitoring their performance, integrating new asset categories, and continuously adjusting asset allocations—whether tactical or strategic—can be time-consuming and demands constant attention. How do you […]
Evaluating OCIO Partners: What Is Their Track Record With RIAs?
Partnering with an Outsourced Chief Investment Officer is a pivotal decision for RIAs, as the right partner can significantly impact your success. However, choosing the wrong partner can result in unnecessary distractions. One of the […]
Customized Solutions: How Cornerstone Tailors OCIO Investment Strategies for RIAs
A growing trend across many industries that seems here to stay is the increasing client demand for custom, personalized solutions. Cookie-cutter services based on models and templates don’t work like they have in the past. […]
Fostering Growth: Cornerstone’s OCIO Impact on RIA Business Expansion
It’s been said that in business if you’re not growing, you’re shrinking. In the case of financial advisors, growth can be market appreciation or organic. Both are important contributors to the overall well-being of independent […]
Enhancing Investment Opportunities: How an OCIO Expands Access for RIAs
With new investments and strategies emerging each year, your clients may be interested in evaluating their viability for themselves. However, with client meetings, admin duties, compliance tasks, marketing, and other responsibilities, most RIAs admit they […]
Expertise on Demand: Leveraging OCIOs for Advanced Investment Strategies
Investment options have significantly evolved over the past few decades and show no signs of slowing down. As markets grow increasingly complex and new asset classes and sophisticated investment strategies emerge, many RIAs agree that […]
Cost Efficiency Through OCIOs: Streamlining Operations With Cornerstone
Building a successful financial advisor practice can quickly become a major challenge for many RIAs due to the rapidly rising costs of building in-house investment teams and adding sophisticated technology infrastructure. The traditional approach to […]
The OCIO’s Role in Supporting RIA Portfolio Protection Strategies
In recent years, market volatility has surged due to geopolitical uncertainties, economic policy shifts, and the rapid spread of information through 24-hour news applications. Volatile markets and uncertain times can make your clients anxious, which […]
Enhance Client Confidence in Uncertain Times With an OCIO Partner
Investor confidence often takes a hit when uncertain economic conditions and market volatility spikes. This can then drive them to contact you with questions, concerns, and reassurances. As investment professionals, you have to consume a […]