Available from PlanPILOT
Let PlanPILOT guide you through the time and effort-consuming process of selecting or evaluating an OCIO provider. We are fully committed to making the search for your OCIO provider easier and more efficient.
PlanPILOT is actively engaged in providing an objective, independent approach to conducting searches for OCIO service providers for clients with endowments/foundations or other asset pools. To maintain independence and avoid any conflicts, PlanPILOT does not provide OCIO management services, we only lead the due diligence efforts over an external provider. Whether selecting an OCIO initially or reviewing an existing OCIO relationship, we lead clients in a RFI or RFP process to best match the OCIO to their institutional objectives, free-up internal resources and satisfy their fiduciary oversight responsibilities for good stewardship.