Finding the right Outsourced Chief Investment Officer (OCIO) for your organization is key to a successful partnership. In our new whitepaper, OCIO Matchmaking: A Relationship Guide for Non-profit Organizations, we share our thoughts on what to look for in an OCIO and how to find the provider that is the best fit for your unique organization. To download a copy of the whitepaper, click the icon on the right.
The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.
