Access institutional portfolio management without building it in-house. At UWC Wealth Management, our OCIO (Outsourced Chief Investment Officer) offering gives you direct access to a team of seasoned investment professionals who support strategy, construction, and communication—so you can scale without sacrificing quality.

Whether you want full discretionary support or a collaborative partner, our OCIO team is here to align your portfolios with your philosophy and your clients’ goals.

Included in Our OCIO Offering:

• Custom portfolio construction and rebalancing

• Risk analysis and allocation strategy

• Investment committee oversight

• Ongoing performance monitoring

• Due diligence and manager selection

• Market commentary and client-ready materials

With UWC’s OCIO solution, you keep control and client relationships—while gaining the deep bench strength and investment rigor of a dedicated CIO team.