2016 Outsourced Chief Investment Officer Buyer’s Guide

Buyer's Guide


Artemis Wealth Advisors












Business Model/TypeOCIO only

































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

































Year entered into OCIO business 2006
Number of relationship managers/sales people 3
Number of portfolio managers 2
OCIO percentage of total firm revenue >75%
AUM full discretion $625M
Number of full discretionary clients 10
Minimum OCIO mandate $15M












































Number of Full Discretionary Clients by Region






















United States 10
Canada 0
UK/Europe 0
Other 0












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