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NETWORKING & OCIO
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NETWORKING
By working with Sapphire through our Networking program, community banks can discover a new source of noninterest income and mitigate the risk of losing relationships, loans, and deposits. We are not a broker. Sapphire is a registered investment adviser. Community banks can take comfort in the fact that Sapphire, a fiduciary, puts clients' interests first.
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OCIO
Sapphire’s OCIO (Outsourced Chief Investment Officer) services enable other registered investment advisers and institutions to improve their offering and to scale efficiently. Sapphire's focus on investment management complements firms that specialize in financial planning, trust, and concierge work. We provide thorough documentation and offer cost-effective access to deep expertise in areas including investment policy and strategy, asset allocation, board reporting, and investment due diligence. With Sapphire, our OCIO clients offer more to their clients.
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Contact us to learn more about how we serve our clients as a fiduciary.
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