CLarity in complexity
As an Outsourced Chief Investment Officer (OCIO), we provide the research, portfolio oversight, and investment strategy that fuels your practice, without adding operational overhead. From allocation decisions to quarterly reviews, our team is here to strengthen your client offering and free up more of your time for what matters most: advising.
hands-on guidance, integrated with your practice
When you partner with us, you gain direct access to our investment team and resources. Portfolio decisions aren’t made in a vacuum—they’re discussed, debated, and refined by experienced professionals with backgrounds at the Federal Reserve, Wall Street, and leading academic institutions.
How it works
Quarterly Model Reviews
Scheduled, in-depth check-ins to ensure alignment with strategy objectives.
Fiduciary
Partnership
We share your fiduciary duty to help deliver consistent, client-first outcomes.
Direct Access to Portfolio Managers
One-on-one conversations each quarter about markets, positioning, and strategy.
Scalability for Growth
Support for more clients, larger accounts, and complex financial needs without adding staff.
Why It Matters
Built for Advisors, Backed by Expertise
Advisors need a partner who delivers clarity, confidence, and accessibility. With our OCIO program, you’re not just handed a model—you’re backed by a team that collaborates daily, tracks market shifts, and makes sure your strategy stays aligned with your goals.
Fed-Level
Insight
Our team includes former Federal Reserve economists who bring deep macroeconomic knowledge to guide portfolio decisions and market positioning.
Wall Street
Rigor
Decades of experience on Wall Street fuel the disciplined strategy and real-world perspective behind every security we select.
Academic Perspective
We integrate academic research and evidence-based frameworks to support long-term, risk-adjusted returns across our strategies.
Disciplined Portfolio Process
Each holding is vetted through our rigorous Investment Committee process, with rules for oversight, review triggers, and reapproval built into every strategy.
Let’s Work Together
Ready to see how an OCIO solution can help you focus more on your clients while we handle the investment strategy?
If you would like to connect by phone, call us at 201-447-3400 or email us at IWantToLearnMore@advisorscapital.com.
FAQ
What exactly does “OCIO” mean for my practice?
It means you’re gaining a Chief Investment Officer without having to hire one. We handle investment strategy, model oversight, and portfolio reviews, while you stay focused on your clients.
How is this different from just using a model portfolio?
A model is one-size-fits-all. Our OCIO program is integrated into your practice. You get quarterly reviews, direct access to a Portfolio Manager, and the insight of our full investment committee, not just a template dropped in your lap.
Will I still be involved in the investment decisions for my clients?
Absolutely. Think of us as an extension of your team, not a replacement. You maintain control and client relationships. We provide the research, monitoring, and guidance that supports your decisions.
Is there an extra cost for this service?
No. Our OCIO partnership comes with no additional fee. It’s designed to help you scale without adding operational overhead or extra staff.
What kind of access will I really have to your team?
You’ll have quarterly one-on-one meetings with a Portfolio Manager, plus ongoing access when you need it. Our advisors tell us one of the biggest reasons they choose us is that we actually pick up the phone.
How does the investment committee factor in?
Our committee — made up of former Federal Reserve economists, Wall Street veterans, and academics — meets daily to review markets, risk, and portfolio positioning. Their collective insight drives the strategies that support your clients.