2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Verger Capital Management




Business Model/TypeOCIO only









Open-architecture (no proprietary products used); Investment outsourcing is only business line. 









Year entered into OCIO business 2014
Number of relationship managers/sales people 1
Number of portfolio managers 4
OCIO percentage of total firm revenue 100%
AUM full discretion $1.32B
Number of full discretionary clients 3
Minimum OCIO mandate $5M












Number of Full Discretionary Clients by Region






United States 3
Canada 0
UK/Europe 0
Other 0




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