Outsourced CIO (OCIO)

Terrafort Capital provides Outsourced CIO (Chief Investment Officer) services to other businesses and financial institutions, their staff, investment committees, record-keepers, and other consultants. These services help relieve our clients of burdens such as asset allocation, portfolio construction, implementing portfolio decisions (both strategic and tactical), risk management, selection, and performance review of third-party asset managers, providing ongoing oversight, and other areas of portfolio management, thereby enabling key decision makers to focus on important strategic initiatives.