Outsourced Chief Investment Officer Service

The Outsourced Chief Investment Officer (OCIO) service is a process whereby institutional and individual investors engage a third party, such as Journey Capital Advisers, to white-label manage all or a portion of their investment portfolio in order to better focus on their strategic goals with the objective of recognizing potential cost savings, enhanced performance and risk mitigation.

The Journey Capital Difference
 
While the Journey Capital OCIO team is comprised of seasoned investment professionals and led by industry veterans, its real strength lies in its ability to leverage intellectual capital, technology and infrastructure developed for institutional assets over the past three decades.

• Over 22 years of combined experience delivering discretionary services

• Employ a proprietary investment process

• Fee transparency

• Tailored, white-labeled, or sub-advised asset management

• Integration / collaboration with existing service providers

• Flexible service platform

• In-depth knowledge of the unique goals of different investor types

OCIO Portfolio Strategies

• Dynamic Tactical Asset Allocation

  • Journey Capital offers Dynamic Tactical Asset Allocation portfolios constructed using exchange traded funds (ETFs) which allow our managers to actively shift the asset class weightings dependent on the market environment creating value for our clients. Dynamic Tactical Asset Allocation is considered an active trading approach to portfolio management. Currently, there are over 14,700 ETFs available to investors representing over $3 trillion in assets. We consider ETFs to be the ideal component for this strategy because of their cost, execution, diversification and tax efficiency benefits. Dynamic Tactical Asset Allocation portfolios are suitable for investors seeking to build capital, generate income, protect wealth, and address tax consequences.

• Strategic Risk Targeted Asset Allocation

  • JCA uses ETFs to build risk-targeted or strategically managed portfolio strategies which take into consideration the appropriate levels of investment risk tailored to each client’s specific requirements. Periodic rebalancing maintains the portfolio risk level despite movements of the underlying asset classes. Strategic asset allocation is congruent with modern portfolio theory of portfolio management. As with other allocation strategies, we consider ETFs to be the ideal investment vehicle for this strategy because of their cost, execution, diversification and tax efficiency benefits. Strategic Risk Targeted Asset Allocation portfolios are suitable for investors seeking to build capital, generate income, protect wealth and address tax consequences.

• Tax Efficient Equity

  • JCA employs a unique blend of active and passive investments to create a portfolio which is used to actively harvest taxes within an equity and ETF chassis. By optimizing a portfolio of equities to create the “core” equity exposure of a portfolio and utilizing tax efficient ETF’s around the “Core” we can actively harvest losses with the individual equities, offer security restriction, and social responsible exclusions while tactically adjusting the portfolio to changes of the economic environments. Coupled with our Municipal and tax sensitive fixed income strategies these portfolios offer special abilities to grow while controlling taxable issues.