What can an Outsourced Chief Investment Officer (OCIO) do for you?

Fractional Investment Officer support for planning-focused financial advisors.

Proactive analysis, portfolio construction, and manager due diligence

Expanded  investment knowledge  & capabilities

Flexible & scalable solutions to support your firm goals

Do you struggle with:

Balancing your time between fully servicing your clients while working toward your firm’s growth goals?

Not having the time or resources to dig into deep investment analysis and research as much as you’d like?

Wanting an independent view of your investment approach but not knowing where to turn?

Feeling overwhelmed by your due diligence responsibilities?

We understand the limited availability of time, resources, and expertise that may prevent you from diving deeply into all areas required to fully service your clients while also focusing on the efforts necessary to grow your firm. With an Outsourced CIO, you can put your focus where it matters most: providing exceptional service that leads to lifelong client retention and continuous growth.

Stay in control while taking the heavy-lift of investment-related analysis off your plate, once and for all.

Is an OCIO right for me?

Take our free quiz now.

What Investment Outsourcing
looks like for the Modern Advisor

A Lightened Load

Financial planning is your forte, but investments are still on your plate. You can hand over the heavy lifting of
investments to us while keeping your planning-centric approach. You’ll get independent, trustworthy investment advice (without the annoying sales pitch).

How it works

Our process is designed to help you have more confidence in your investment philosophy and approach, more ownership of it, more appreciation of the process, and a clearer understanding of where you are going. Because ultimately, this confidence shows through in how you communicate with your clients.

1. We Get to Know You

In a relaxed, easy-going way, we’ll learn about you, your practice, your investment philosophy, and more over the span of several months.

2. We Challenge You

We challenge you to think creatively (and critically) about what you do, why you do it, and how important certain elements are to you.

3. We Help You Own Your Approach

We will work with you to reassess your investment philosophy, approach, and strategy and then adapt that into model portfolio construction.

We believe there is strength in numbers…

Our partners each have over 20 years of industry experience, many of which have been spent serving and supporting advisors.

We recognize that for advisors to tap into this level of investment expertise, traditional solutions may not cut it—and staffing in-house is cost-prohibitive.

We expand your team’s capabilities and resources in a cost-effective way, saving your firm both money and time – two essential components for increasing your productivity growth. Our relationships and extensive industry network also afford us the opportunity to collect and suggest best practices to maximize your firm’s potential.

Even though East Bay Investment Solutions started in 2014, we are just getting started!

“I will say from the beginning East Bay exceeded my expectations, and I feel the value you provide to my clients has only increased as my firm has grown. My firm’s AUM has nearly tripled over (our first three years together), and I’m sure East Bay has been part of the reason why.”

David M., CFP®, Founder

“I continue to be impressed with East Bay’s responsiveness, diligence and ability to distill down complex issues into understandable key points. You are a great resource!”

Giff L., Partner

"Working with Eric and Mario has been transformative for our firm. One of the best "big steps" we've ever taken."

David S., CFP®, President

“We are grateful for the way East Bay is building the advisor community around them, exploring the best resources around the industry and introducing their clients to them. Specifically, they recently introduced us to a top-tier separate account manager and a fantastic compliance consultant.”

Linda C., CFP®, CeFT®, President

This statement is from a current or then-current East Bay Client who was not compensated for it, and no conflicts of interest exists between them and East Bay Investment Solutions.