Stacey Bro

Apr 24, 2024 | advisorperspectives.com | Kevin Turner |Stacey Bro

Executive summary:We believe that organizations searching for an OCIO provider should not focus on the size of the provider. Rather, we contend that the provider’s capabilities, culture and commitment to client service are the main factors that lead to successful client outcomes. There are many good qualities embedded in both boutiques and larger providers that can be delivered independent of size. We believe that multi-boutique firms are best structured to provide these qualities.