More and more, organizations are choosing a discretionary approach to investment advisory services. The 2018 Outsourced Chief Investment Survey reported that 36% of their respondents said they currently outsource or intend to outsource. The top reason cited was lack of internal resources, followed by better risk management and additional fiduciary oversight.
Read our white paper, “Putting Your Mission First: Why non-profits are choosing discretionary advisory services” here.
View our infographic, “Why Go Discretionary” here.
Arnerich Massena has been providing investment advisory services for more than 27 years, and has offered discretionary services since 2007. We think of ourselves as your partner; our job is to support your organization in achieving its mission.
We are known for our depth of proprietary research, expertise in sourcing and successfully investing across traditional and alternative investments, custom portfolio construction, and forward-looking approach.
We believe a discretionary service model offers an optimal structure for a successful long-term investment program. But we don’t take a one-size-fits-all approach. We don’t ask you to fit into our service model; we tailor our service to meet your unique needs.
Speak with an Arnerich Massena advisor to learn more about our discretionary/OCIO services by contacting us at email@example.com or 503.239.0475.
A traditional investment advisory approach focuses on making recommendations to support the committee in making investment and portfolio management decisions. In a discretionary model, also sometimes referred to as an outsourced CIO (OCIO) model, decisions on investment product selection, tactical tilts, and rebalancing — within the boundaries of the investment policy — are delegated to the investment advisor.