*NEW: Outsourced Chief Investment & Administrative Officer Solutions (O-CIAO)
Introducing a new way to increase your oversight and better manage your investments with Outsourced Chief Investment & Administrative Officer (O-CIAO) Solutions.
O-CIAO is ideal for those who manage their own investments but would like to seek ongoing or occasional guidance to invest more strategically and effectively.
Elevation Consulting’s a la carte Outsourced Chief Administrative Investment Officer Solutions offers a tailored approach to meet your specific investment needs. Customize your solution with on-demand services as needed.
Performance Reporting
Risk Reporting
Alternative Investments Review
Transition Management
Portfolio Rebalancing
Education – Best Practices
Other Ad Hoc Services/Reporting
And more
With a focus on flexibility and customization, we provide access to a range of reports, platforms, and tools, including Morningstar and Schwab custody, ensuring that you receive the level of support to help your manage your investments and fulfill your fiduciary responsibility.
Let us empower your financial journey with our adaptable and client centric OCIAO services.
Comprehensive Investment Management
Elevation can work with you to develop a plan to manage your investments.
Understand your goals and needs
Draft an Investment Policy Statement (IPS)
Develop an Asset Allocation plan
Pick managers and funds
Prepare quarterly portfolio reporting
Framework to review performance results
Provide on-going education
You may have some of the bases covered – not to worry. You can still work with Elevation on any of the services described above on an a la carte basis.
Retirement Plan Services
Saving for the future can be greatly enhanced by having a well thought out retirement plan. Whether you are a business with employees or a sole proprietor, lets set up a retirement plan that helps you achieve your goals.
Plan Comparison Options
Review Fee analysis
Plan Implementation
Investment Policy Development
On-going plan reporting / Investment Committee reporting
Employee education and one-on-one meetings
Depending on your needs, Elevation can assist you as an ERISA 3(21) or 3(38) Fiduciary.
Investment Consulting
Customized Portfolio Reporting
Asset Allocation Modeling (i.e Mean Variance Optimization or Monte Carlo)
Endowment Unitization Calculation and Review
RFP development and implementation
OCIO oversight and analysis
This is not an exhaustive list of all Investment Consulting Services that Elevation offers. Just ask and we will be happy to work with you on any projects that are on your plate.