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Choosing the Right OCIO for Your Organization

Managing your organization’s financial concerns demands strategic insight. Have you considered the advantages of Outsourced Chief Investment Officer (OCIO) services?

Join Mason’s Chief Marketing and Business Development Officer Will Thorpe, who will facilitate an enlightening conversation, Choosing the Right OCIO for Your Organization, with Mason’s Senior Managing Director Allie Gormier, CFP® and Associate Investment Consultant Fernando Ramos.

We will delve into benefits an OCIO can bring to your organization, some of the challenges of evaluating OCIO providers and the crucial questions to ask to ensure the right fit. Our team will provide answers that empower you to make informed decisions.

See our flyer for more details »

Join our in-person luncheon at our Reston Town Center office (11921 Freedom Drive, Suite 1000, Reston, VA) from 11:30 a.m. to 1:30 p.m. ET or our virtual session from 2 p.m. to 3 p.m. ET on Thursday, September 21.

Please R.S.V.P. by September 18 and feel free to forward our flyer with individuals in your network who you think might be interested in attending our OCIO event.

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