At Black Swan Management Group, we serve as an Outsourced Chief Investment Officer (OCIO) for wealth management firms who want institutional-level investment oversight while staying fully focused on their clients. Our ideal partners share a few important traits:
🤝✨ Relationship-Centered Wealth Advisors
We partner with advisors who prioritize trust, long-term relationships, and serve as their clients’ primary financial advocate — guiding retirement, estate planning, tax strategy, insurance, and business succession.
🏛️📊 Full-Service & Holistic Approach
Our ideal firms operate as comprehensive wealth managers or family offices, delivering multi-dimensional advice where investment management supports — but does not overshadow — the broader client relationship.
🚀📈 Investment Expertise Without Internal Complexity
We serve advisors who want institutional-grade portfolio management, manager selection, and market oversight — without the operational burden of building a full internal CIO infrastructure.
🔧🎯 Customization with Full Control
Our partners value bespoke portfolio solutions that fit client-specific needs, while retaining full client ownership, branding, and relationship management — we deliver the investment engine behind the scenes.
Are We a Fit for You?
Let us know if you are an independent RIA, wealth management firm, or multi-family office seeking to elevate your investment management while staying focused on your clients, Black Swan Management Group can serve as your dedicated Outsourced CIO partner.