Commerce Street Investment Management Launches Chief Investment Officer (OCIO) Outsourced Solutions Business


Published: October 19, 2021 at 9:00 a.m. EDT

DALLAS, October 19, 2021 /PRNewswire/ — Commerce Street Investment Management (CSIM) today announced the official launch of its Outsourced Chief Investment Officer (OCIO) solutions business. Commerce Street is an independent financial services and investment management firm that now provides customized OCIO solutions to endowments, foundations, family offices and other institutional clients. The OCIO Solutions Business practice will focus on client needs to provide lower cost, efficient and effective strategies to help increase risk-adjusted returns over different time horizons.

“Key differentiators include an open architecture implementation approach coupled with strategic advantages that are not mitigated by combining a proprietary ‘manager of managers’ fund as offered by many OCIO vendors,” said Duke Meythaler, General manager. “Furthermore, with CSIM’s focus as a customer-centric, value-added investor, we know there is a limit to the amount of money a company can manage while meeting our goals. customers and exceeding benchmarks. CSIM differentiates itself with customer service and success as a priority over asset collection which is often the norm.”

“Our process begins with understanding each client’s unique needs and circumstances and determining their objectives, risk tolerance, liquidity requirements, governance and time horizon,” said Matt DenBleyker, Managing Director and Co-Chief Investment Officer of CSIM’s OCIO Solutions. “Our goal is to work collaboratively to help our OCIO clients achieve premier investment results through the use of our highly effective risk-based asset allocation models and investment solutions. custom alternatives.”

The CSIM OCIO team is made up of seasoned investment professionals who have many years of experience working for large investment management advisory firms, state pension schemes and asset management companies. assets.

About Commerce Street Investment Management
Commerce Street Investment Management (CSIM) is an independent investment management firm that provides customized outsourced investment manager (OCIO) solutions to endowments, foundations, family offices and other institutional clients. The CSIM currently manages approximately $500 million in fiduciary assets.

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SOURCE Commerce Street Investment Management

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