Baird selects CAIS to centralize alternative investments; Cerity Partners merges with Agility in OCIO push; Ameritas works with Pontera to offer 401(k) management. CAIS, an alternative investment ...
Cerity Partners, a large registered investment advisor based in New York, is merging with Agility, an outsourced chief investment officer (OCIO) business catering to nonprofits, family offices, and ...
WealthManagement.com: RIA Roundup: Cerity Partners Hits $100B with Denver-based OCIO Firm Agility
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Barron's: Cerity Partners Adds OCIO Business to Bring Assets Close to $100 Billion
Cerity Partners Adds OCIO Business to Bring Assets Close to $100 Billion
Cerity Partners will reach $100 billion in assets when a deal to buy the $15 billion OCIO division of Perella Weinberg Partners Capital Management closes later this year, and Validus Capital has ...
Chicago-based RIA Cerity Partners is bolstering its profile with a key private wealth segment as it inks a merger with Denver-based Agility, known for its outsourced chief investment officer services.
OCIO is short for “Outsourced Chief Investment Officer” An OCIO is a specialized investment firm that replicates the experience of having an in-house chief investment officer, supported by a deep bench of asset class specialists and a fully-staffed back office.
OCIO refers to the full or partial outsourcing of an organization’s investment function to a third party. Learn how partnering with a skilled provider can reduce volatility and provide cost savings.