WHY OCIO

Advisors utilizing an OCIO (Outsourced Chief Investment Officer) organization, receive a menu of services and products custom-tailored to the unique needs of their own advisory practice and how they want it to grow.  We believe, this OCIO support allows them to:

• Operate more efficiently,
• Grow faster,
• Achieve higher profit margins,
• Gain advantage over competing advisory firms,
• Shrink operational and regulatory risk,
• Reduce complexity, and
• Spend a greater portion of their time on what they enjoy most.

This support takes four main forms:

• Investment portfolios,
• Account trading,
• Compliance-approved collateral for use with clients and prospects, and
• Direct advisor consultation and discussion.

HOW WE HELP

Julex-OCIO offers a range of services and products for advisors to select from. For us, it’s all about providing choice, customization, and nimble responsiveness. Some of our more popular offerings include:

• Client communications,
• Advisor preparedness,
• New business proposals,
• Client/prospect events,
• Investment management,
• Regulatory support, and
• Ad-hoc consultations.

Client communications and advisor preparedness generally cover:

• Recent model-portfolio performance,
• General investment market behavior,
• Macroeconomic developments,
• Expected future model-portfolio performance,
• Geopolitical challenges,
• Domestic political developments, and
• Crisis events.

Julex-OCIO investment professionals will make themselves available seven days a week.

INVESTMENT APPROACH

There is no single best approach. Instead, numerous paths to success remain available. We’ve found that successful investing often results from:

• Patience,
• Establishing a specific investment time horizon, and
• Recognizing that all investment markets are inevitably characterized by bull and bear markets, long extended periods of poor (or zero) returns, and episodic eras.

Nevertheless, bountiful opportunities always exist, somewhere in the world. Opportunities are most often created by investor emotion, behavioral bias, government policy, and government market intervention. The long-run success results from:

• Being opportunistic, i.e., waiting patiently for the fat or more likely opportunity to come along and
• Aligning your portfolio with the current environment.