Latitude’s Outsourced Chief Investment Officer (OCIO) services are tailored for RIA’s & institutions seeking a comprehensive, strategic, and hands-on approach to their investments
Access bespoke investment strategies aligned precisely with your institution’s objectives, risk tolerance, and time horizon.
Our proactive risk management approach identifies potential threats and seizes opportunities, protecting your institution’s assets while seeking avenues for growth.
Receive detailed reporting on portfolio performance, risk metrics, and investment decisions, keeping you informed and confident in your investment strategy.
Leave the complexities of portfolio management to us. From asset allocation to manager selection and ongoing monitoring, we provide end-to-end portfolio oversight.
By leveraging our expertise and resources, you gain access to institutional quality investment management without the burden of building an in-house team.
As your OCIO partner, leave the investment complexities to us, allowing you to direct more resources toward achieving your broader organizational objectives.
The alternative investment industry has experienced significant growth in recent years, creating institutional demand for access to unique and specialized investment management and consulting services.
Latitude’s team has extensive experience in the alternative asset management industry and works with RIA’s and family offices to create and manage bespoke portfolios of alternative investments in asset classes such as private equity, private credit, specialty finance, hedge funds, real estate and venture capital.
Custom Investment Policy Statement
Investment Analysis & Due Diligence
Asset Manager & Investment Selection
Asset Allocation & Portfolio Construction
Risk Management
Full-Service Portfolio Operations, Performance & Reporting
Our team is here to assist you. Contact us by phone or email.