OCIO Search and Fiduciary Services
Expert Guidance for Investment Committees
Explore how Leita can help your Investment Committee simplify the OCIO search process and build sound fiduciary governance practices.
OCIO and Investment Consultant Search
Leita Advisory delivers tailored OCIO and investment consultant searches, prioritizing transparency, efficiency, and enduring alignment with your institution’s unique objectives. Our thorough and collaborative process focuses on building strong consensus within your Investment Committee from the outset. Leveraging Anna Dunn Tabke’s extensive industry experience, our deep OCIO network, and cutting-edge AI tools, Leita Advisory works with your organization to identify and secure the ideal investment partner, fostering a stronger OCIO relationship right from Day 1. We’ll help you build an investment relationship that delivers long-term.
Governance Services
Strong investment outcomes are built on strong governance. Leita Advisory offers independent governance reviews that provide fiduciaries with a clear, objective view of their investment oversight structure. Examples include customized workshops on OCIO, market studies, fee and performance benchmarking, OCIO reviews, and investment consultant reviews.
Board Support
Leita partners with boards and investment committees to offer ongoing support beyond search and review. We serve as an external resource for fiduciaries—providing education, evaluation frameworks, due diligence support, and independent perspectives throughout the life of an investment relationship. Our goal is simple: to help your board operate with confidence, continuity, and clarity.
Connect with Leita
Take the first step towards a stronger OCIO relationship.
Schedule your consultation.