Babylon Wealth Management provides “one-stop” Outsourced Chief Investment Officer (OCIO) services to Registered Investment Advisors (RIAs) tailored to advisors’ unique business needs and objectives. We welcome both emerging and established RIAs looking to strengthen their investment management platform. Our OCIO service empowers advisors to grow and significantly enhance their client engagement.
Through delegation of all or some investment decisions, RIA firms can:
• focus on building client relationships
• free-up internal resources
• establish a consistent investment management process
• boost the flexibility and scalability of their business practice
• improve the level of investment oversight and control.
We firmly believe that every organization is unique and requires customized solutions. Our OCIO service is designed to work with multiple technology platforms and custodians.
How do you differentiate your offering from competitors?
We are investment research and due diligence experts. As fiduciaries, we make recommendations based on your unique circumstances, investment risk, and objectives. Our firm follows the principles of portfolio diversification, long-term investing horizon, quality selection and risk-adjusted performance.
We offer you a wide range of investment solutions including low-cost index funds, smart beta ETFs, mutual funds and individual investments in stocks and bonds. We evaluate other external managers and investment funds based on a proprietary set of criteria. When scanning for investment ideas our firm conducts deep dive due diligence, investment manager interviews, backtesting and risk modeling.
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