Outsourced Chief Investment Officer (OCIO)

Customized, comprehensive investment strategy and portfolio management services.

A valuable partner to single-family offices and internal teams.

Outsourced Chief Investment Officer, or OCIO, services are an ideal solution for families with an existing internal team, single-family office, or foundation that seek to professionalize their investment capabilities. For family offices with an in-house team, for example, we can provide comprehensive asset allocation and portfolio construction services, consolidated reporting and investment due diligence, or simply provide our expertise and access to build and manage a portfolio within a single asset class. As always, we aim to meet families where they are.

Through our OCIO offering, Legacy Knight can also create vital redundancies to ensure there is never a disruption in your investment program, even in worst-case scenarios.

Outsourced CIO Engagements Can Include:

Goals-Based Investment Strategy

We understand your family’s individual goals, then originate a bespoke strategy aligned with your objectives and risk tolerance.

Portfolio Management

Upon asset allocation agreement, we provide portfolio construction and monitoring, ongoing risk management, and more.

Reporting and Support

We provide live consolidated portfolio and performance reporting and operational, trading, and back-office support.

A Difference Families Can Feel As Well As Measure

Legacy Knight was far and away the most thoughtful in their approach. They took into account our needs and really thought about what it was we were trying to achieve.”

They’ve developed a really high-caliber team. It starts with the leadership, and then it flows through not just on execution, but also on the way people engage. They do it respectfully.”

They’re very aligned with making my agenda their agenda. They’re willing to go in and dig deep on deals that have nothing to do with their offerings, and they’ll actually recommend them if it’s good for me.”

The firm that I wanted to go with had to have an outlook that’s forward-looking. There’s a lot of MFOs that focus on traditional investments. I wanted an MFO that looks at alternative investments with the lens of investability for the future.”

The client was not compensated in any way – monetarily or otherwise – for providing this testimonial. There are no material conflicts of interest related to this endorsement. The testimonial may not be representative of the experience of all clients and is not a guarantee of future performance or success.

Grow your wealth and protect your legacy.

We are invested in enhancing and securing your family’s wealth for generations. The journey starts with understanding your unique objectives and leads to real peace of mind.