Buyer's Guide
Summit Strategies Group
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager 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 | 9% |
| AUM full discretion | $2.7B |
| Number of full discretionary clients | 17 |
Discretionary assets by fund type
| Defined Benefit | $1.2B |
| 401(k), 403(b), other DC | $0 |
| Endowments/Foundations | $1.1B |
| Health Care Pools* | $801M |
| Other | $237M |
| *Board designated, funded depreciation. | |