Outsourced Chief Investment Officer Services (OCIO)
RIAs, Private Banks, Family Offices, Foundations, & Endowments, and UHNW Families
We construct fully customized investment portfolios that leverage institutional expertise, sophisticated strategies, and rigorous risk management. Our clients experience the best of both worlds: institutional-grade investment expertise through our partnerships with some of the world’s top financial institutions but in a boutique, independent environment. We empower families, foundations, and endowments to achieve their goals and build a legacy that lasts for generations.
Speak with us about our OCIO services
The Certuity Difference
Focus on Growth: Access our CIO and full investment team for the cost of a single hire – without the key person risk. Instead, spend your time on what matters: winning new business and delivering exceptional planning and client service.
Serve UHNW Clients: Attract and retain UHNW clients with institutional-level portfolios, alternative investments, innovative tax strategies, and family office services.
Tailor Partnership: Tailor our deep bench of services to your unique goals, including portfolio guidance, research, trading, manager selection, due diligence, and more.
Elevate Offering: Deliver white-labeled portfolios, reports, and market commentary under your own brand – so clients get the benefit without ever seeing us.
We offer:
Macro and multi-asset class research
Strategic portfolio management
Private markets access
Institutional due diligence
Access to Alts Plus Fund
In-house public equity strategies
We do this by:
Building and working together
Constructing estate plans focusing on lasting legacies
Direct access to investment team, including Chief Investment Officers
In-house diligence team
Tactical and strategic analysis aimed at reducing potential exposure
Internal and external multi-asset class solutions
Flexible offering tailored for each client
Proprietary portfolio management tools and analytics
Access Leading Asset Managers
Qualified purchasers 1 gain access to accomplished fund managers spanning private asset classes like hedge funds, venture capital, private equity, credit, and more. Our partners include:
Ares
Audax Group
Blue Owl
The Carlyle Group
ONEX
Pritzker Private Capital
Rosemawr Management
Thorofoare Capital
Leverage Institutional Expertise
Experience institutional-grade investment expertise in an independent environment through our partnerships with some of the world’s top financial institutions.
BlackRock
Charles Schwab
DFA
Fidelity
FirstTrust
Goldman Sachs
JP Morgan
Morgan Stanley
Nuveen
PIMCO
Vanguard
WisdomTree
Meet Our Team
Scott Welch, CIMA®
Chief Investment Officer
Scott is a wealth management industry leader with 40 years of investment experience. He has served as CIO of WisdomTree, Dynasty, and Fortigent.
Advanced Tax Strategies
Concentrated stock positions, high income, and liquidity events can create significant tax challenges. Our advanced strategies are designed to help you tax-efficiently transition concentrated stock, offset ordinary income and capital gains, and optimize tax-loss harvesting.
Leadership You Can Trust
We don’t just talk about excellence—we’re ranked for it.
We deliver—year after year.
Experience the caliber of advice your wealth deserves.
- Investors who are (i) “accredited investors” as defined in Rule 501(a) of Regulation D under the Securities Act of 1933, as amended (the “Securities Act”), and who are (ii) “qualified purchasers” or “knowledgeable employees,” as defined in Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Investment Company Act”) and Rule 3c-5 thereunder, respectively, (iii) United States residents or citizens, and (iv) knowledgeable and experienced in financial and business matters such that they are capable of evaluating the merits and risks of an investment in the Fund.
- The recognition was issued October 1, 2025 and applies October 2025 through October 2026.
- Certuity’s advisors have been recognized in Barron’s Top 1,200 Advisors for the years of 2014 – 2024. In 2024, the ranking was issued March 11, 2024 and applies to March 2024 – March 2025.
What is an OCIO?
An Outsourced Chief Investment Officer (OCIO) allows RIAs, family offices, and other sophisticated wealth managers to delegate some or all of their investment management responsibilities to an experienced third-party team.
This can range from portfolio construction and manager selection to risk management, performance reporting, and even day-to-day trading decisions.
This allows OCIO clients to focus on growing their business and delivering exceptional service.
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How can an OCIO partnership benefit me?
By working with an OCIO, you gain institutional-quality investment expertise without the cost, complexity, or key person risk of hiring a CIO or building out an in-house investment team.Â
Our team brings scale, efficiency, and access to a broad range of investment needs – helping you deliver more value to your clients while freeing up your time.
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Who uses OCIO services?
Sophisticated wealth managers like RIAs, private banks, family offices, foundations, endowments, and UHNW families leverage OCIO services.
They use them to expand their capabilities, particularly for UHNW clients, and scale faster without sacrificing their independence.
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What does an OCIO cost?
Our fee structure is transparent and competitive, with costs based on the assets we manage on your behalf. There are no hidden fees and we provide clear, customized proposals.