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Sapphire provides Outsourced Chief Investment Officer (OCIO) services to help other registered investment advisers and financial institutions enhance their offerings and scale efficiently. Our OCIO services, which focus on investment management, are designed to complement firms that specialize in other areas such as financial planning, trust administration, and concierge services. We offer cost-effective access to deep expertise and thorough documentation. 

  • Investment policy and strategy development

  • Asset allocation modeling

  • Investment due diligence and research

  • Portfolio construction and management

  • Board and client reporting

By outsourcing investment management to Sapphire through a straightforward sub-advisory agreement, our clients can focus on their core competencies and free up their most valuable resource: time. 



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.

Contact us to learn more about how we serve our clients as a fiduciary.

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