For Institutions

Serving Clients Globally from Minnesota and Florida.

White Oaks offers Outsourced Chief Investment Officer services to manage all, or a portion of, an investment portfolio. We provide straightforward, objective guidance by acting as a fiduciary using our fee-only model. This ensures that our services are aligned to your goals, and the financial wellbeing of your organization is our sole objective. See which benefits our Outsourced Chief Investment Officer model can provide:

Fund Management

Fund Management

Tying together reports in a consistent manner is time consuming and demands accuracy and consistency. Professionals have systems to handle multiple investments and reporting consistently. Rebalancing to the organization’s policy statement is a proven way to add returns over time. Effective fund management using an Outsourced Chief Investment Officer can ensure accuracy, consistency, and professionalism.

Investment Research

Investment Research

Too often research is done one idea at a time, proposed by an associate of a staff member or member of the board. Each investment has a story, and no promoter of an investment intends to tell a story other than the glowing benefits of their idea. An Outsourced Chief Investment Officer uses data, experience, and research databases to examine the idea from all sides. This money is important- the investments need to be placed on merit, not relationships.

Investment Reviews

Investment Reviews

Periodic reviews of the strategy and the individual investments are part of established fiduciary responsibility. Reporting must be consistent through all investments to make an intelligent assessment. An Outsourced Chief Investment Officer can assure that the components of the portfolio are being reasonably represented and compared to each other, as well as the relevant benchmark for the strategy.

Performance Reporting

Performance Reporting

An unfortunate reality is that many managers use different performance calculations to report results. You may have noticed the theme throughout — an Outsourced Chief Investment Officer will provide consistency when reviewing reports so adequate comparisons and judgments can be processed and decided upon.

Co-Fiduciary Responsibility

Co-Fiduciary Responsibilities

The “F” word in organizations managing monetary resources for the benefit of others is “fiduciary”. In short, it is the responsibility to act in the best interests of others. Having an experienced fiduciary on board, to have responsibility delegated or shared, will reduce the risk of being associated with the process. The White Oaks Outsourced Chief Investment Officer service can be implemented not only to provide professional process and guide the way to sound decision making, but to ensure an additional layer of protection for staff and volunteers.

Due Diligence

Due Diligence Services

There is a responsibility to engage in a sound process of investigating the merits of all investment choices. In some cases, it may be simple, and in others, a more complex set of resources might need to be engaged. The White Oaks Outsourced Chief Investment Officer service makes investments in databases and resources, providing independent advice to meet the fiduciary requirements necessary to serve funds of this kind.