Operose is engaged as your Outsourced Chief Investment Officer (“OCIO”) where discretionary authority is assigned and portfolios are managed according to documented portfolio guidelines. Investments are selected within an independent, objective and customized framework. Services generally include:

  • Asset Allocation
  • Investment Policy Development
  • Portfolio Management
  • Fund/Manager Search and Selection
  • Reporting

Discretionary services are provided in an asset based fee structure which we believe properly aligns the interests of our clients and Operose.