OCIO Offerings

Outsourced Chief Investment Officer (OCIO) Offering

When doing it the right way matters.
Selecting an OCIO can prove a daunting task. At Little House, we offer advisors and institutions a standardized and comprehensive OCIO solution that leverages fully integrated cloud-based technologies. Little House offers the advanced cost-effective tools and investment products to compete in today’s marketplace.

Little House’s OCIO Services

If your firm is seeking enhancements or looking to outsource investment operations, Little House Capital’s Outsourced Chief Investment Officer (OCIO) offering is the cost-effective solution to consider. We provide a back-office investment alliance with private labeled investment strategies, fixed connection trading operations, and a myriad of content and tools to free up time to focus on your client’s needs. Little House Capital understands the challenges of an evolving global investment landscape, both active and passive, and partners with you to deliver a truly institutional quality experience that today’s clients demand. Enter our home and experience the difference.

Our OCIO Platform

As your OCIO, we provide you access to a full range of integrated investment management services. Little House Capital also serves as our own in-house independent advisor. We appreciate the importance of financial planning and investments – our goal is to make it easier for you to spend more time with your clients. Our OCIO offering provides you with an array of client-ready “white label content” granting your clients access to our proprietary content library for real-time updates in economic situations and research. We follow the market daily, so you don’t have to.

Benefits of OCIO Solution

Regain Time

By outsourcing important investment processes that take considerable time and expertise, advisors free up time for individual investment conversations, additional client care, and other areas of practice management.

Reduce Risk & Overhead

When dedicated experts manage key areas such as investment research, manager due diligence, and deliverable preparation, advisors reduce staffing and technology costs while ensuring a standardized and repeatable process.

Enhance Your Platform

With our team’s leverage and support, you can build out a customized investment platform with expanded research capabilities and investment choices to help meet and exceed client expectations.

OCIO Services Highlights

Every OCIO relationship is customized. Below are examples of some of the services we provide advisors and institutions.

Full suite of Proprietary Asset Allocation Strategies and Equity Products at no extra cost
Dynamic Strategy and Product Monitoring and Reconciliation
Proprietary Market and Company Screening Systems
Secure, Web-Based Portfolio Management and Trading Platform
Aggregated and Price-Effective Trading Tools
Customized suite of research support including an extensive library on all firm-owned individual stocks, mutual funds, and ETFs
Institutional Level Performance Reporting
Personalized support on proposal and presentation responses
Support for transitioning and onboarding large relationships

Open relationship with senior investment team members
Access to entire Little House Capital Content Gateway
- Client-facing Investment Commentary
- Trade Actions notes describing any moves made within portfolios
- Weekly research write-up on overall market behavior
- Equity Product Presentations, Fact Sheets, and Commentaries
- Allocation Strategy Fact Sheets and Commentaries
- Extensive library on all firm-owned individual stocks, mutual funds, and ETFs
- Capital Market Assumptions
- Quarterly LHC Chart Books
- Additional Services Available Upon Discussion

For a comprehensive list of all Little House’s OCIO services please provide us with your contact information.

Learn more about what Little House can do for you

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Little House Capital, LLC was awarded America’s Top Financial Advisory Firms: 2025 on November 19, 2024, for the year 2025. America’s Top Financial Advisory Firms: 2025 was created by Plant-A Insights and Newsweek and is awarded based on a variety of factors that are linked here. Little House Capital, LLC has only provided compensation directly to Plant-A Insights and Newsweek for the licenses of the award and did not provide compensation to be given this award.