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Institutions & Endowments

At D'Orazio Advisors, we understand that institutional investors, endowments, and foundations have unique financial needs. That’s why we offer customized investment management and consulting services to help our clients achieve their goals.

Outsourced Chief Investment Officer

Outsourced Chief Investment Officer

To access top-notch investment opportunities, we believe it is crucial for organizations to leverage the relationships and scale provided by Outsourced Chief Investment Officers (OCIOs).

As an OCIO, we manage perpetual capital for a select group of institutions, endowments, and foundations. With our personalized global multi-asset investment strategy, each portfolio we manage is tailored to meet the unique needs of our partner organizations.

Our team of experienced advisors works closely with institutional investors, endowments and foundations to create personalized investment strategies that align with their specific objectives and risk tolerance. We take a holistic approach to portfolio construction, taking into account factors such as liquidity, diversification, and long-term performance.

Our institutional, endowment, and foundation services include:

Investment Management

We provide fully discretionary investment management services to help institutions and endowments meet their investment goals. Our team will work with you to create a tailored investment plan that takes into account your unique needs, including asset allocation, risk management, and tax considerations.

Consulting Services

We also offer consulting services for institutions and endowments looking for expert guidance on investment decisions. Our team can provide advice on portfolio construction, asset allocation, manager selection, due diligence, risk management, compliance monitoring, and more.


We recognize the importance of fiduciary responsibility when managing institutional assets. That’s why we take a disciplined approach to managing risk while aiming for strong long-term returns. We also offer fiduciary support services such as governance consulting, regulatory compliance assistance, policies & procedures development/review.

At D'Orazio Advisors, we are committed to helping institutions and endowments achieve their financial goals through sound investment strategies and expert advice. Contact us today to learn more about how our services can benefit your organization.

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. The effectiveness and potential success of a financial plan depends on a variety of factors, including but not limited to the manner and timing of implementation, coordination with the client and the client’s other engaged professionals, and market conditions. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.