Outsourced Chief Investment Officer (OCIO)

Your Partner in Long-Term Investment Stewardship

Infographic showing DVI services including investment oversight, governance, and OCIO support.

DVI’s OCIO services provide full-scale investment oversight, strategic execution, and ongoing guidance—without the need to manage these functions internally. Acting as an extension of your organization, we deliver the experience, structure, and discipline needed to meet long-term objectives with confidence.

OCIO services may include:

  • Investment Policy Statement
  • Asset Allocation
  • Spending Policy

  • Custody Solution(s)
  • Manager Research & Due Diligence

  • Investment Restrictions
  • Portfolio/Manager Benchmark(s)
  • Custom Client Reporting with Account Aggregation
  • Risk/Return Performance Analysis

  • Financial Statement & Audit Support
  • Asset/Liability Matching
  • Cash Management
  • Distributions

  • Research Assignments
  • Fiduciary Education

Discretionary investment oversight per agreement; DVI does not provide tax or legal advice and does not conduct audits. Boards/committees retain ultimate governance.

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Investment Management

DVI’s disciplined, value-driven investment approach centers on downside protection, strategic consistency, and long-term growth, guided by a seasoned Investment Committee that brings structure, objectivity, and customized portfolio management to every decision.

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Wealth Management

DVI provides personalized, high-touch wealth management and comprehensive reporting through disciplined execution, collaborative service, and integrated coordination with legal and tax advisors—all tailored to each client’s unique goals and financial complexity.

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DVI Foundation Services

DVI Foundation Services tailors investment management, reporting, and governance support to help mission-driven organizations steward their capital with clarity, purpose, and long-term accountability.

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DVI Consulting Group

DVI Consulting Group offers objective, expert guidance to businesses and institutions on managing retirement and pension assets, helping plan sponsors fulfill fiduciary duties and improve plan outcomes through tailored consulting and oversight.

Let’s Start the Conversation.

We listen first, then craft custom strategies—grounded in fiduciary discipline and steady guidance—to help your hard-earned wealth reflect what matters most to you. Connect with an Associate to begin.

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