Discretionary Services

Operose is engaged as your Outsourced Chief Investment Officer (CIO) where portfolios are managed according to documented portfolio guidelines. Investments are selected within an independent, objective, and customized framework. Our services include:

  • Asset Allocation
  • Investment Policy Development
  • Portfolio Rebalancing
  • Portfolio Management
  • Fund/Manager Search & Selection
  • Performance Reporting

Consulting Services

Operose offers consulting services and financial planning services which are designed to address specific client needs.

  • Best practices
  • Benchmarking
  • Trustee Education
  • Investment Policy Review
  • Fee Analysis
  • Fund/Manager Due Diligence
  • Performance Reporting

                                                                         Learn more about our Investment Advisory Services below:
    Investment Advisory Services Brief