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Having completed over 65 OCIO search and evaluation projects–including working with staff and committees at all stages of an OCIO relationship–RVK’s OCIO Evaluation and Monitoring Team has counseled numerous fiduciaries through the complex and challenging decisions involved with selecting a best-fit investment model, establishing search criteria, conducting a competitive search process, selecting an OCIO provider, and onboarding a revised or new relationship.

Please reach out to us to learn more about how we can educate and guide you through this important and long-term decision, as well as to discuss how we can help you fulfill your fiduciary duty to monitor and evaluate an incumbent provider.

Contact Us:

OCIO Evaluation and Monitoring Team
Email: OCIOSearch@RVKInc.com
Phone: 312.445.3100

General RVK Inquiries
Email: Gayle.Butcher@RVKInc.com
Phone: 503.221.4200