Clients have finite time and resources, and want to focus on making critical strategic decisions.
Alan Biller and Associates' OCIO Services encompass investment policy design, asset allocation, open architecture investment manager selection, fee negotiation, potential for access to capacity constrained funds, rebalancing, retaining or removing managers, cash transfer operations, and trustee education. Our approach is not formulaic, it is customized to and reflective of each client’s specific needs and the specifics of the delegated management authority.
For clients who wish to delegate some or all their investment authority, we offer a comprehensive solution .
Our OCIO Services provide a range of customized fiduciary investment solutions to help our clients meet their long-term objectives and reduce their day-to-day operational burdens.