Commerce Street Investment Management Launches Outsourced Chief Investment Officer (OCIO) Solutions Business

Published: October 19, 2021 at 8:00 a.m. CDT|Updated: 45 minutes ago

DALLAS, Oct 19, 2021 / PRNewswire / – Commerce Street Investment Management (CSIM) today announced the official launch of its outsourced solutions business for the Chief Investment Officer (OCIO). Commerce Street is an independent financial services and investment management company that now offers tailored OCIO solutions for foundations, trusts, family offices and other institutional clients. OCIO Solutions ‘business practice is focused on serving clients’ needs to provide lower cost, efficient and effective strategies to increase risk-adjusted returns over different time horizons.

“One of the key differentiators is an open architecture implementation approach coupled with strategic advantages that are not dampened by the combination of a proprietary Manager of Mangers fund like many OCIO vendors offer,” said Duke Meythaler, Managing Director. “In addition, because of CSIM’s focus as a customer-centric value-added investor, we know that there are limits to how much money a company can manage and still achieve our customers’ goals and exceed benchmarks. CSIM differs with service and customer success as Priority. As opposed to asset collection, which is often the norm. “

“Our process begins with understanding each client’s unique needs and circumstances and determining their goals, risk tolerances, liquidity requirements, governance and time horizon,” said Matt DenBleyker, Managing Director and Co-Chief Investment Officer of CSIM’s OCIO Solutions. “Our goal is to work together to help our OCIO clients achieve great investment results through the use of our highly effective risk-based asset allocation models and bespoke alternative investment solutions.”

The CSIM OCIO team consists of seasoned investment professionals with extensive experience working for large investment advisory firms, state pension schemes and asset management companies.

About Commerce Street Investment Management
Commerce Street Investment Management (CSIM) is an independent investment company that provides bespoke outsourced Chief Investment Officer (OCIO) solutions for foundations, trusts, family offices and other institutional clients. CSIM currently manages approx. $ 500 million in trust.

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SOURCE Commerce Street Investment Management

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