We all know the value of a strong, strategic finance officer—no matter what the size of your business or how many assets you have under management, you want to know where your money is and where it’s going next. This can look like different things to different people. In some industries, the CFO will need […]

You know the most common C-suite roles: CEO, COO, CIO, CFO, CMO, and the rest. From head of operations to the top of the marketing food chain, each of these roles plays a unique and crucial part in the functioning of your company. Another role that’s seen a rise in recent years—and especially with the […]

The world has changed, and the way that we approach everything else—from how we shop for groceries to how we manage our money—has changed as well. You may find yourself working remotely, trying out new investment strategies, homeschooling kids, or even pivoting your business to focus on a market you never thought you’d be trying […]

For better or worse, COVID-19 has changed the world. From the way we eat, sleep, and socialize, to the way we work and do business, nothing is quite the same as it was just six short months ago. In some ways, this is good—many of us don’t miss hour-long commutes. In others, we’re presented with […]

We’ve discussed the virtues of an Outsourced Chief Investment Officer (OCIO) quite a bit recently, and with good reason. With nearly 2 trillion dollars currently in assets under management by outsourced chief investment officers, and that number only looking to grow, the OCIO model is the investment model of the future, no matter the size […]