Institutional-level investment management, without the institutional overhead
Outsourced Chief Investment Officer
For foundations, endowments, and institutional portfolios whose investment committees need a trusted partner to manage the complexities of their investment program, Mason serves as Outsourced Chief Investment Officer (OCIO) — bringing the analytical rigor, independent oversight, and fiduciary accountability of a fully staffed investment office without the cost of building one in-house.
Your Collaborative Partner
With Mason’s Outsourced Chief Investment Officer (OCIO) service, your organization can leverage the skill and expertise of an on-call investment office without the administrative burden and expense of maintaining on-site investment staff.
Our OCIO process is comprehensive and includes advice, consultation, and services related to:
We Also Recognize That “One Size” of OCIO Does Not Fit All Institutions
So, we structure our services to meet the unique needs and requirements of each of our institutional clients. With Mason as your OCIO, you get the benefits of multiple portfolio options from a partner that integrates seamlessly with your organization.
Work with Stewards of Your Investment Success
If you would like personalized attention from a team that understands your organization, contact us about working with Mason.