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.
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
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.