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Outsourced Chief Investment Officer (OCIO) | Brockenbrough Skip to main content --> Main Menu Outsourced Chief Investment Officer (OCIO) Your mission is our mission. Outsourced Chief Investment Officer In order to access what we believe to be world-class investment opportunities, it is critical for organizations to benefit from the relationships and scale provided by Outsourced Chief Investment Officers (OCIOs). In our capacity as OCIO, we manage infinite-lived capital for a curated group of institutions, endowments, and foundations. Every OCIO portfolio we manage is customized using our own global, highly personalized, multi-asset investment strategy to fit the specific needs of each partner organization. $1.5B We manage approximately $1.5B* (US) for institutions, including educational institutions, cultural organizations, and health care foundations. *As of 03/31/26 Who We Serve We serve those who serve something bigger. We work in an OCIO capacity with purpose-driven institutions of all types and sizes, acting as co-fiduciary accountable for results. We advise and lead partners through the complexities of their investments and asset management to achieve their mission. Educational institutions and endowments Hospitals and healthcare organizations Foundations and charitable organizations Family offices Our Difference Taking investment management to an entirely new level. Experience Access Customization Relationships Collaboration Our Difference Taking investment management

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