Fractional Chief Investment Officer Services

Experienced Investment Guidance for Family Offices & Emerging Institutions

Goal: Enhance Your Investment Program Through Expert Oversight

Your Portfolio Deserves an Independent Review.

We provide family offices and small institutional funds with periodic, senior-level investment oversight without the cost of a full-time Chief Investment Officer. Our approach focuses on reviewing your existing investment program, strengthening governance frameworks, and providing strategic guidance to help you achieve your long-term financial objectives.

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Periodic Portfolio Reviews

  • Comprehensive review of current asset allocation and positioning
  • Assessment of portfolio alignment with stated objectives
  • Analysis of risk exposure and portfolio characteristics
  • Evaluation of portfolio construction and diversification
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Manager Review & Assessment

  • Periodic review of investment manager performance
  • Assessment of manager alignment with portfolio objectives
  • Fee structure review and reasonableness evaluation
  • High-level review of manager operational considerations
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Investment Program Guidance

  • Recommendations on portfolio positioning and allocation considerations
  • Guidance on potential rebalancing opportunities
  • Risk exposure assessment and commentary
  • Strategic advice on manager and allocation decisions
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Governance & Foundational Support

  • Investment Policy Statement development and review
  • Investment committee meeting facilitation and support
  • Recommendations for performance reporting and monitoring frameworks
  • Guidance on selecting and working with custodians and service providers

Proposed Engagement Approach

Discovery

Discovery

Review current portfolio positioning, investment objectives, and governance structure

Assessment

Assessment

Provide comprehensive evaluation of investment program and recommendations

Foundational Support

Foundational Support

Assist with Investment Policy Statement and governance framework development as needed

Ongoing Oversight

Ongoing Oversight

Conduct periodic portfolio reviews and provide investment committee support (quarterly or semi-annually)

Contact us to schedule a complimentary consultation and portfolio review.

Contact@fractionalpath.com