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Orion Technology Platform

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.

Contact Us

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