Outsourced Chief Investment Office (OCIO)

Outsourced OCIO

At Wilmington Trust, we help empower you to fulfill your mission.

When our experienced team of dedicated OCIO specialists manages your investment portfolio, it frees you up to focus on operational and governance responsibilities. 

As part of our collaboration, we begin by:

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Getting to know you well. We pursue a rigorous analysis of your spending, cash flows, investment policy statement, goals, risk tolerance, and more.

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Delivering a full-service, flexible investment approach. We can help you to fulfill your fiduciary duty by providing a comprehensive investment solution tailored to your specific circumstances. 

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Going beyond traditional investment advisory. We provide a variety of additional resources that may benefit your organization

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To start on the path of customized investment solutions, contact our team.

Please submit your information and a team member will get back to you shortly. 

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