Accessible Investment Management
Providing Outsourced Chief Investment Officer (OCIO) solutions to help foundations, charities, and endowments maximize their impact.
How OCIO Services Can Add Value
OCIO (Outsourced Chief Investment Officer) services are third-party providers that manage investment strategies for institutions, allowing them to focus on their mission while professionals handle the complexities of financial markets.
How We Add Value
At Gaard, we deliver cost-effective solutions by managing day-to-day investment responsibilities like portfolio construction, risk management,
and performance monitoring. This allows institutions to:
- Stay mission-focused by freeing up internal resources for strategic priorities.
- Navigate market challenges with adaptive investment strategies tailored to your goals.
- Meet compliance with proven risk management frameworks that safeguard your assets.
How Gaard helps institutions
An Extension Of Your Team & Multiplier Of Efficiency
Relieve Administrative Burdens
We handle time-consuming tasks like policy drafting and portfolio reporting, freeing your team to focus on what
matters most.
Support Governance and Decision‑Making
We provide expert insights and data to help your board make smarter, aligned decisions.
Mitigate Stakeholder Risk
Our unique risk management frameworks protect your assets and help guarantee compliance with regulations.
Integrate Additional Expertise
We act as your in-house ally, using proven research and market knowledge to expose and explore hidden opportunities
and gaps.
Why we are different
Why GAARD?
Simple
We prioritize clarity and straightforward guidance in our services. By eliminating unnecessary complexity and refraining from upselling costly, trendy investment products, we focus on educating our clients, enabling them to make informed decisions free from conflicts of interest.
Transparent
We are dedicated to maintaining open communication at every stage. Our commitment to full transparency is reflected in our low, competitive annual fee—freeing up resources and helping organizations expand their reach.
Focused
our approach
Your Needs Are Unique.
Your Guidance Should Be Too.
Step 1
Diagnose
We collaborate with your team to define your mission and goals, assessing risk, liquidity, and governance needs.
Step 2
Construct
We design and implement a bespoke investment plan with asset allocation, risk management, and diversification—all stress-tested for resilience in any market.
Step 3
Monitor
market trends.
Case Studies
See Our Tailored Investment Solutions in Action
CASE STUDIES
5 min read
Case Study A:
Solutions for A Non-Profit
A non-profit organization seeking to minimize risk in its portfolio while achieving steady growth.
CASE STUDIES
5 min read
Case Study B:
Solutions for A Professional Services Firm
A mid-sized professional services firm managing multiple pension plans and investable assets looking for a tailored investment strategy
INSIGHTS
Latest Articles
Fees Kill
Discover how fee structures can erode long-term growth, and why our low-cost, transparent approach empowers endowments to maximize their impact.
The Price-Quality Myth
Uncover the reality: funds with lower fees consistently outperform their high-fee counterparts, debunking the price-quality heuristic.
Knowledgable Investors
Discover how we empower clients with the insights needed to optimize returns and minimize costs.
The OCIO provider assumes fiduciary responsibility and takes ownership of certain portfolio management responsibilities. However, the asset owner retains full authority over asset allocation and defining risk and return objectives.
The OCIO applies relevant investment strategies to achieve these goals, ensuring the endowment can sustainably fund its mission over time.
An OCIO is commonly used by institutional investors, including nonprofits, endowments, foundations, pensions, healthcare systems, and family offices. While traditionally sought by smaller entities, larger organizations are increasingly turning to OCIO services to address specific objectives and constraints.
Today’s investors face increasingly complex markets and a need for expertise to achieve desired returns. Gaard’s OCIO services provide the precision and agility needed to make timely portfolio adjustments, helping clients manage risk and capitalize on opportunities in dynamic markets.
By taking a holistic view of the portfolio, we align strategic and tactical asset allocation and implement cost-effective, efficient investment strategies. Our proactive approach ensures clients can adapt to changing conditions and stay focused on achieving their long-term goals.
Investing—building a well-diversified portfolio, setting strategic asset allocations, and managing risk—is at the heart of OCIO services. Gaard focuses on delivering disciplined portfolio management and cost-effective strategies tailored to each client’s goals.
Institutions also value the ‘outsourced’ aspect of OCIO, which reduces the burden of daily investment oversight, simplifies reporting and analytics, and ensures compliance with governance and regulatory standards. By taking on these responsibilities, Gaard allows organizations to save time and maximize resources, empowering them to focus on their mission.
Evidence-based investing is an approach grounded in research and data, using proven strategies to guide investment decisions. By relying on empirical evidence rather than speculation, this method aims to optimize returns while managing risk effectively.
Evidence-based investing provides several key benefits compared to other approaches:
- Higher Long-Term Returns: This approach often leads to more consistent and higher long-term returns by avoiding market timing and speculative bubbles.
- Lower Costs: Focusing on long-term strategies reduces unnecessary trading, minimizing fees and trading costs and enhancing net returns.
- Reduced Risk: Diversified portfolios are less exposed to the volatility and risks associated with speculative or sentiment-driven investing.
- Predictable Outcomes: Grounded in historical data and peer-reviewed research, this approach offers more confidence in the predictability and reliability of investment outcomes.
Still Have Questions About Us and How We Can Help Your Organization?
Please fill out the form below with any additional inquiries, concerns, or comments. Our expert team will get back to you as soon as possible.
