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Outsourced Chief Investment Officer (OCIO) Services

Investing with Purpose

Investing ultimately serves a greater purpose, and for nearly half a century, clients have entrusted us to help them achieve their financial goals.
Key Benefits
Dedicated, Specialized Client Teams
Senior investment teams committed to serving the specific needs of retirement plans, not‑for‑profits and family offices.
Portfolios Built from the Ground Up
Portfolios are constructed to align our clients’ investment strategies precisely with their goals.
Time-Tested Leader with a Proven Track Record
Proudly serving as a fiduciary, accountable to our clients and their financial success, for over 40 years.

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OCIO Solutions

Retirement Plans

Our practice is focused on providing custom investment solutions designed to achieve our clients’ objectives. With decades of experience and access to the latest technology, our client investment officers improve portfolio outcomes, strengthen governance and oversight, and mitigate risk.
Why NTAM?
Experienced, former plan sponsors and credentialed actuaries
Custom investment solutions and LDI capabilities
Disciplined governance framework supporting fiduciary duty

Featured Topics

Slide 1 of 3
  • Reduced Headwinds to Risk Assets
    Investment Perspective
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    Global economic resilience supports a cautiously optimistic outlook for equities and credit markets as central banks gear up for potential rate cuts in the latter half of the year.
    Read Now
    Save
  • March S&P 500 Index Rebalance: Subtle Shifts, More Complexity
    Point of View
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    The addition of midcap companies caused subtle shifts in index composition and interesting trading patterns.
    Read Now
    Save
  • Why Treasurers Need a Diversified Approach to Cash Management
    Point of View
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    Unlocking the potential of a diverse cash strategy
    Read Now
    Save
  • 1 / 3

    OCIO Solutions

    Not-for-Profits

    We understand that investing ultimately serves a greater purpose and our fiduciary heritage instills in us an unwavering drive to continually develop innovative ideas, creative insights and distinct expertise that is critical to helping our clients realize that purpose.
    Why NTAM?
    Collaborative partnerships led by senior, dedicated teams
    Comprehensive investment expertise inclusive of alternatives
    Custom, cost-effective implementation aligned with goals

    Featured Topics

    Slide 1 of 3
  • How Falling Interest Rates, Better Fundamentals May Support U.S. High Yield
    MarketScape
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    The U.S. economy may slow this year and interest rates may fall, making high yield bonds a potentially attractive investment. Learn why.
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  • Why High Yield Bonds Could Benefit Portfolios in 2024
    Point of View
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    The potential for a slowing economy this year could spark equity volatility. High yields bonds may help investors manage that risk.
    Read Now
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  • Equities May Stumble over Rising U.S. Earnings Expectations
    MarketScape
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    Increasing market expectations for U.S. earnings growth over the next two years have backed large-cap equities. Chief Investment Strategist for North America Chris Shipley examines the assumptions underlying earnings estimates and why the market may be in for disappointment.
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    OCIO Solutions

    Family Offices

    Our focus is to understand the unique nature of multigenerational families, significant balance sheets, tax sensitivities and evolution of objectives. We provide a truly differentiated investment experience for our clients, which is evident from over 40 years of commitment to this segment.
    Why NTAM?
    Dedicated practice focused on Family Offices
    High-touch service by advisors who work with 8-10 families
    Deep resources providing unique access and holistic advice

    Featured Topics

    Slide 1 of 3
  • Reduced Headwinds to Risk Assets
    Investment Perspective
    Save
    Global economic resilience supports a cautiously optimistic outlook for equities and credit markets as central banks gear up for potential rate cuts in the latter half of the year.
    Read Now
    Save
  • March S&P 500 Index Rebalance: Subtle Shifts, More Complexity
    Point of View
    Save
    The addition of midcap companies caused subtle shifts in index composition and interesting trading patterns.
    Read Now
    Save
  • Why Treasurers Need a Diversified Approach to Cash Management
    Point of View
    Save
    Unlocking the potential of a diverse cash strategy
    Read Now
    Save
  • 1 / 3

    Contact Us

    Interested in hearing more about our solutions?