The Seeker
Sharing insights for fiduciaries seeking better long-term partnerships
Welcome to The Seeker
Leita means to seek
This is Leita Advisory’s lens on the evolving world of institutional investing. This is our space to share fresh insights, enduring investment principles, and best practices as we work with organizations and OCIOs across the country.
We chose the name Leita Advisory to reflect our purpose as a firm: helping fiduciaries seek clarity, alignment, and long-term value in their investment relationships.
Recent Insights
OCIO Search Consultant Secrets: Why Leita Uses a Due Diligence Questionnaire
How Leita’s structured DDQ process helps fiduciaries evaluate OCIOs more effectively — prioritizing alignment, transparency, and long-term fit.
Chief Investment Officer: Anna Dunn Tabke on the New Tax Landscape for Endowments
Leita was featured in Chief Investment Officer discussing how new federal tax rules and liquidity pressures could push more universities toward the OCIO model.
FundFire: Anna Dunn Tabke on the Cresset Monticello Merger
Cresset’s merger with Monticello is the latest in a wave of OCIO and investment consulting firm consolidation. Read Anna Dunn Tabke’s perspective in FundFire.
Your OCIO Got Acquired? Next Steps for Fiduciaries
Cresset’s combination with Monticello is the latest in a wave of consolidation among OCIO and consulting firms. For fiduciaries, these changes raise important governance questions. What should Investment Committees do…
Why the OCIO Search Process Needs a Relationship-Centered Refresh
Why do some OCIO relationships last while others falter? We explore what really drives long-term value, and why fit matters as much as performance.
Financial Literacy Expert Roundup Features Leita
Leita Advisory was featured in a national expert roundup on financial literacy, spotlighting The Missing Semester — a standout financial literacy resource.
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