OCIO Services - Bruce Wood Capital

Outsourced Chief Investment Officers (OCIOs) are third parties that provide the functionality of an in-house CIO to wealth management firms, family offices, and other types of investment firms like foundations and endowments. They bring industry-leading expertise to investment decisions, reducing exposure to loss, managing risk, and managing returns for the long-term.

OCIOs help Registered Investment Advisors (RIAs), financial advisors, wealth managers, and other partners optimize their investment offerings and operationally manage the actual investments day-to-day.

Asset Allocation

Delegate decisions on customizing the best portfolio for your unique situation through thorough risk analysis.

Investment Systems Review

Transfer the details of your current investment program with a complete systems review to create a discretionary operating manual.

Investment Manager Search

Delegate investment manager search, selection and termination to improve the quality of your investment program.

Investment Policy

Delegate the development of clear investment guidelines to mitigate risk.

Portfolio Monitoring & Communication

Delegate continual monitoring of portfolio performance and timely communication.

Trading Cost Control

Delegate the control of investment manager trading costs, soft dollars, portfolio rebalancing and transition events.

Market Commentary & End-Client Deliverables

Provide bespoke market commentary written based on your specific requirements and client engagement needs.

Disclaimer & Agreement

Access to this website is provided by Bruce Wood Capital, LLC, a Delaware limited liability company (“BWC”) for informational purposes only. The publication of this website is limited to the dissemination of general information pertaining to the investment advisory services offered by BWC. No portion of the commentary included herein is to be construed as a solicitation to effect transactions in securities, an offer to buy products or services from BWC, or the provision of personalized investment, tax, or legal advice for compensation over the Internet.

Certain information contained on this website is derived from sources that BWC believes to be reliable. However, BWC does not guarantee the accuracy, completeness, or timeliness of such information and assumes no liability for any resulting damages. The information on this website is subject to change and update from time to time. Moreover, no investor or prospective investor should assume that any such information serves as the receipt of personalized advice from BWC or from any other investment professional.

Investing involves risks which may lead to losses, including loss of principal. Different types of investments involve varying degrees of risk and there can be no assurance that any specific investment will be profitable. Furthermore, past performance is not a predictor of future results. BWC does not make any representation that any of its investments on behalf of investors will or are likely to achieve returns similar to those shown in any performance results presented.

BWC is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting, or tax advice. Any discussion of tax matters contained within this communication should not be used for the purpose of avoiding tax or promoting, marketing, or recommending to another party any transaction or matter addressed herein.

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ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, WITH REGARD TO THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS WEBSITE OR ANY THIRD PARTY WEBPAGE LINKED HERETO.