Investment Consulting




Investment consulting services include asset allocation advice, manager selection, and performance reporting.

Open Architecture

IOC supports many different investment vehicles including, but not limited to, exchange traded funds, mutual funds, hedge funds and separate accounts.

Custody of Client Assets

IOC maintains agreements with several recognized institutional custodians to house client assets.

Consolidated Reporting

IOC’s back-office gathers information from multiple custodians. Performance and tax reporting can be customized.