A Stronger OCIO Relationship Starts Here

Leita Advisory helps fiduciaries build and manage long-lasting OCIO partnerships through OCIO search and fiduciary services. Our mission is to build investment relationships that deliver long-term value.

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OCIO Search and Fiduciary Services

Services designed especially for fiduciaries overseeing non-profits, healthcare assets, retirement plans, and family offices.

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OCIO Search

Tailored OCIO search services that prioritize transparency, efficiency, and long-term alignment. Non-discretionary investment consulting search services also available.

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Governance Services

Independent governance support and special projects. OCIO exploratory workshops, market studies, fee benchmarking, provider reviews, and more.

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Board Support

Leverage professional board services to bring long-term alignment, investment expertise, and institutional memory to your board or investment committee.

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Meet Leita

Leita Advisory is an independent OCIO search consultant and governance advisory firm focused on helping Investment Committees fulfill their fiduciary responsibilities. Leita was created to help institutions build investment relationships that deliver long-term value. We work with fiduciaries to bring clarity, continuity, and confidence to investment governance through OCIO searches, periodic OCIO reviews, governance workshops, and ongoing advisory support for Boards and Investment Committees.

Anna Dunn Tabke, founder of Leita, brings nearly 20 years of experience in investment consulting and OCIO evaluation, working with endowments, foundations, family offices, healthcare institutions, and corporations. As a recognized thought leader in the industry, Anna’s contributions have been featured in Bloomberg, Forbes, and Institutional Investor.

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Connect with Leita

Take the first step towards a stronger OCIO relationship.
Schedule your consultation.

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