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.

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.

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