We work with institutions of varying size and category as either an OCIO (“Outsourced Chief Investment Officer”) or as a direct equity manager.

As an OCIO, we function as a dedicated fiduciary, responsible for all portfolio asset classes (equity, fixed income, alternatives). We pay special attention to organization-specific goals such as cash flow, risk mitigation, and liquidity. Institutions with assets between $25 million and $100 million are a good fit for this service.

As a direct equity manager, we manage a dividend growth strategy within a larger allocation for institutions. Organizations with assets greater than $100 million are a good fit.

Regardless of asset level, we work with institutions as either an OCIO or a direct equity-only manager.

Institutional OCIOs (“Outsourced Chief Investment Officers”) meet a critical need for many organizations with varying size and complexity.  The OCIO is responsible for selecting and monitoring underlying investment service providers. Typically, these OCIOs are fee-based arrangements.  For TBG IAS clients, our OCIO services are offered without dual-fee layering.  Our OCIO suite of services includes:

• End-to-end portfolio management
  • Direct Equity Management
  • Alternatives
    • In-house alternatives strategies and access to institutional-quality alternative opportunities
  • Fixed Income
    • Taxable strategies focused on bespoke combinations of duration, yield, and credit quality preference
  • Cash

• Reporting
  • Customized reporting format and schedule, to align with organizational requirements
• Board/Committee Education
  • In-person and video conference sessions to strengthen the investment acumen of key decision makers

All of this is provided under a 100% fiduciary umbrella.

Our fees, for either OCIO or equity-only management, are assessed as a % of the Assets Under Management. For large and complex institutions, a fixed-fee arrangement can be considered.