The rise of Outsourced Chief Investment Officer (OCIO) services is reshaping how investment professionals approach their responsibilities. With OCIO stepping in to handle the intricate nuances of investment management, advisors can proactively reorient their focus towards client engagement, satisfaction, and retention, thus rekindling the crucial dialogue that often gets lost in operational details.
In this episode, George and Ryan talk with Timothy Holland, Chief Investment Officer for Orion OCIO. In his role, Tim consults with Orion's largest customers growing their firms. He joined the Brinker Capital team as Global Investment Strategist in 2017 and was named Chief Investment Officer following Orion's merger with Brinker in 2020. In his CIO role, Tim is responsible for the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments.