Petrichor Asset Management
Boutique Outsourced Chief Investment Officer (OCIO) Services
Petrichor (pe-tre-kor): an earthy, pleasant smell that comes after rainfall
Built from lifelong advisors and investment professionals, we understand the investment challenges advisors face in today’s complex and time consuming world.
Our boutique firm allows us to provide you premier service while taking the stress of managing your investment portfolio off your plate. This frees you up to focus on what truly matters - building client relationships and expanding your business.
Petrichor is Here to Help You
At Petrichor, we become an extension of your practice by providing you the resources and expertise needed to deliver bespoke portfolios that drive a superior experience for your clients.
What are the benefits of an OCIO?
By outsourcing your investment chief duties to a seasoned professional (OCIO), you gain access to expertise and resources that might not be available in-house. This frees up your team's time and potentially saves on costs. OCIO’s excel at managing risk and crafting strategic plans, ensuring your clients' investments stay on track towards their goals.
What is an OCIO?
An Outsourced Chief Investment Officer (OCIO) provides full-service investment management to wealth and investment managers as a third-party. Services typically include setting and maintaining the strategic asset allocation, building the investment portfolios, overseeing all due diligence including selecting mutual fund managers, and providing guidance on market views and the overall portfolio.
