Buyer's Guide
Summit Strategies Group
Business Model/TypeOCIO + other
An open-architecture/manager-of-managers investment outsourcing platform as one of multiple business lines.
| Year entered into OCIO business | 2007 |
| Number of relationship managers/sales people | 4 |
| Number of portfolio managers | 0 |
| OCIO percentage of total firm revenue | 7% |
| AUM full discretion | $2.64B |
| Number of full discretionary clients | 17 |
| Minimum OCIO mandate | None |
Number of Full Discretionary Clients by Region
| United States | 17 |
| Canada | 0 |
| UK/Europe | 0 |
| Other | 0 |