Outsourced CIO

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Non-profit organizations that need additional guidance with investment decisions and endowments should consider the Outsourced Chief Investment Officer Services from the Hadary team of Moneta. By taking on some investment tasks, we give your board more time to focus on the mission.

An OCIO is responsible for the daily investment management duties at an organization. Businesses and non-profits outsource the tasks, either partially or entirely, to an investment consultant who can create the Investment Policy Statement, research the investments, trade, monitor and report back to the governing board or investment committee about the investment allocation, performance, and investment changes.

While the OCIO retains fiduciary duty over investments, the organization maintains a level of control over them, as well. Fiduciary responsibilities can include providing solutions for mitigating costs, risk, and volatility of the investment choices.

Trust the Hadary team in Denver, Colorado, to deliver reliable OCIO assistance for non-profit endowments. The Hadary team at Moneta combines the large-scale resources of a $33 billion assets under management firm (as of December 31, 2021) with the personalized attention and loyalty of an independent RIA.

As independent and fee-only investment advisors, we are not swayed by shareholders or external private equity, nor do we earn compensation for the products we suggest. Instead, we adhere to our fiduciary duty to offer solutions that meet the needs of our clients above our own interests. In addition to OCIO and other help with investments, we also provide estate planning, tax planning, bookkeeping, and family office services.

Contact us to learn more about Outsourced Chief Investment Officer Services or schedule a free consultation for your next request for proposal (RFP).