Cerity Partners OCIO offers discretionary investment advisory services, mainly to private investment funds, institutions, and some high-net-worth individuals. Cerity Partners OCIO provides advice on a wide range of domestic and foreign financial securities and instruments. The firm manages client accounts on a discretionary basis and may offer limited non-discretionary services. Cerity Partners OCIO tailors its advisory services to the individual needs and investment objectives of each client.
Fee Structure
Cerity Partners OCIO charges a management fee based on a percentage of the assets it manages. This fee can be up to 0.75% per year, and it's usually deducted from your account monthly or quarterly. The exact fee depends on factors like the type of account, the assets being managed, and the investment strategies used. Fees may be negotiable.