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Outsourced CIO Services

Delegating to a trusted OCIO ensures strategic oversight and an effective use of resources.

We partner with clients to design solutions that fit their needs, at the level of discretion they desire, and by doing so we enhance their investment programs with a first-rate talent pool backed by robust research and exceptional access to top-tier managers.

Retain control, delegate duties.

OCIO services allow you to delegate portfolio construction, implementation, manager selection, and daily management to an external team of qualified investment professionals, while retaining control of the investment policy.

Benefits include:

  • Boosted fiduciary protection
  • Better economies through scale
  • Improved governance
  • Enhanced operational efficiency
  • Timely decision making
  • Advantageous managements of managers
  • Agile turnaround time
  • Optimal risk management

From policy to portfolio management

For clients who choose to delegate the implementation of their investment policy, we offer highly customized and comprehensive solutions.

Portfolio design

Establish client-driven benchmark and incorporate objectives, constraints, and risk tolerance.

Strategic structure

Allocate to strategic asset classes and expect to outperform benchmark.

Opportunity capture

Verus captures market opportunities by closely monitoring the market cycle and global events.

Manager Selection

Leverage Verus’ access to best-in-class managers and incorporate client mission alignment.

Monitor & adjust

Monitor portfolio daily and rebalance and execute trades.

Communicate & Educate

We focus on staff and committee education to drive better decisions and better long-term result.

Proven Results

Verus stands apart with its Global Investment Performance Standards (GIPS) compliance. Our policies, procedures, and performance disclosures have been tested to adhere to the ethical standards and best industry practices required by the GIPS standards.

The SEC prohibits us from advertising performance; however, this information may be shared upon request. The following performance composites are available:

  • E&F Moderately Aggressive
  • E&F Moderate
  • Taft-Hartley Moderately Aggressive
  • Taft-Hartley Moderate
  • Moderately Aggressive Risk
  • Moderate Risk
  • Moderately Conservative Risk

Contact Verus to access the full data >

Verus Advisory, Inc. (“Verus”) claims compliance with the Global Investment Performance Standards (GIPS®). GIPS is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein. Contact Verus using the above link to obtain GIPS Reports for Verus composites.

Proven results.

Verus stands apart with its Global Investment Performance Standards (GIPS) compliance. Our policies, procedures, and performance disclosures have been tested to adhere to the ethical standards and best industry practices required by the GIPS standards.

190,000

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2,900

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99.9%

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Bespoke portfolios built to improve returns

The broad spectrum of private markets strategies provides the opportunity to achieve superior long-term returns and diversification benefits.

Verus offers innovative, holistic solutions for success in private markets, providing a powerful and disciplined platform to help clients construct and monitor portfolios in private equity, private credit, and real assets.

We follow the data until it leads to insight, and turn insight into ideas that benefit our clients.

Our latest whitepapers, viewpoints, and annual outlooks.

Observing the unusual behavior of U.S. treasuries during this rate cutting cycle

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The Journal of Portfolio Management Interviews Ian Toner

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Explore Research

Experienced, personalized, and well-resourced

The combined talents of our investment team work together to fulfill the fiduciary duties of a discretionary advisor. Led by Verus’ chief investment officer, the team takes on the multi-faceted responsibilities of program implementation and oversight.

Meet the Team >

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Outsourced CIO

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