At Black Swan Management Group, we serve as an Outsourced Chief Investment Officer (OCIO) for independent RIAs and family offices seeking to streamline their investment operations without compromising quality or control.
What We Do
As your OCIO partner, we take full responsibility for:
Portfolio Oversight
We manage all client assets under your advisory, serving as a sub-advisor to deliver active, adaptive investment strategies tailored to your firm’s philosophy and client needs.
Manager Selection & Due Diligence
We source, vet, and supervise elite third-party money managers to ensure optimal alignment with your investment approach.
Asset Allocation & Reviews
We design asset allocation models and provide ongoing reviews, updates, and recommendations to adapt to changing market conditions.
Conflict-Free Management
We operate on a flat sub-advisory fee and do not receive compensation from outside managers, ensuring alignment and transparency.
Seamless Integration
We work under your brand, your custodian, and your investment advisory agreements. You retain full client ownership while offloading the day-to-day burden of portfolio management.
Whether you're seeking to outsource all investment responsibilities or just enhance your in-house capabilities, Black Swan delivers expert-level support designed to grow with you.