Outsourced CIO (OCIO)

Outsourced CIO services are available to bank and trust companies, family offices, endowments, foundations and other Registered Investment Advisory Firms.

Netherby acts as an Outsourced Chief Investment Officer (OCIO) for institutions offering: Portfolio Construction, sourcing Investment Managers, Rebalancing portfolios, Asset Allocation and developing an appropriate Investment Policy.

Investment Research

Netherby provides unbiased independent research and analysis on investment managers, strategies and funds to clients in the wealth management industry.  Our manager research is largely focused on alternative strategies and structures as these are often the most disparate from an investment process standpoint and the least understood among traditional wealth managers.  Our portfolio research is geared to determining the most effective combination of traditional assets and active strategies.  Netherby is active in developing new techniques to evaluate managers and assess risk.

Netherby provides research reports and analysis to our institutional partners as part of our investment management engagement. We also offer investment research on a stand-alone basis.  

Contact Us