How does the advisor help clients – Key Takeaways:
COMMONFUND OCIO, INC. is a financial firm that specializes in providing outsourced investment management services to institutions and high net worth individuals. Despite not stating it, the company’s team of financial experts are well-equipped to guide their clients towards financial success.
Facts and Insights
As of 2020, COMMONFUND OCIO, INC. has over $50 billion in assets under management and has been in the business for over four decades. They have a team of highly experienced advisors who work with clients to create customized investment portfolios that align with their goals and risk tolerance.
Their goal is to provide clients with a comprehensive and disciplined investment approach, leveraging their expertise and resources to help clients achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $50 billion (2020) |
|---|---|
| Number of Advisors | N/A |
| Time in Business | Over four decades |
Financial Services Offered
COMMONFUND OCIO, INC. offers a range of financial services to their clients, including:
- Outsourced investment management services
- Investment consulting
- Wealth management
- Asset allocation and manager selection
- Portfolio construction and monitoring
- Estate planning
- Financial education and guidance
Client Types
The company primarily serves institutional clients, including pension funds, endowments, foundations, and government agencies. However, they also work with high net worth individuals who are seeking sophisticated and personalized investment management services.
Fees & Compensation
COMMONFUND OCIO, INC. charges fees based on a percentage of assets under management. Clients can expect to pay management fees between 0.5% – 2.0% depending on the size and complexity of their portfolio. The company also has a potential performance-based component to their fees, with a hurdle rate that must be met before the additional compensation is earned.
Background
COMMONFUND OCIO, INC. was founded in 1971 and is based in Wilton, Connecticut. The company is registered with the Securities and Exchange Commission (SEC) as an investment advisor and has a team of certified financial professionals who have extensive experience in the financial industry.
Financial Advisor Disclosures to Know
It is important for potential clients to be aware of any financial advisor disclosures before choosing to work with a firm. As of 2020, COMMONFUND OCIO, INC. does not have any disclosures or disciplinary events listed on their record with the SEC.