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
- FundFire: Anna Dunn Tabke on Private Markets Reporting
- The Mack Podcast: Anna Dunn Tabke on OCIO for Family Offices
- Total Portfolio Approach (TPA): A Primer for Institutional Investors
- OCIO Provider Comparison: Why Size Isn’t the Only Factor
- OCIO Search Consultant Secrets: Ditch the RFP
- Chief Investment Officer: Anna Dunn Tabke on the New Tax Landscape for Endowments
- FundFire: Anna Dunn Tabke on the Cresset Monticello Merger
- Your OCIO Got Acquired? Next Steps for Fiduciaries
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