Verdence Capital Advisors Unveils Powerful New Suite of Solutions for Independent Advisors, Family Offices & Institutions: Verdence/OCIO

·2 min read

HUNT VALLEY, Md., May 16, 2022--(BUSINESS WIRE)--Verdence Capital Advisors ("Verdence"), a nationally-recognized private wealth advisory and multi-family office firm, today unveiled its newest business unit: Verdence/OCIO, an innovative suite of service offerings designed to help other Registered Investment Advisors (RIAs), family offices and institutions scale their businesses and deliver powerful new research and investment solutions for clients in a cost-effective, customizable way.

"Every RIA, family office or institution that wants to achieve long-term growth eventually reaches an inflection point. You know that your clients need more and you know that your team needs powerful tools to meet those needs. But you face a question: how much are you willing to invest to build those tools yourself?" said Leo Kelly, CEO and Founder of Verdence Capital Advisors. "We’ve been at that point, which is why we’re so excited to be launching Verdence/OCIO to provide the kind of robust options that we had to build ourselves."

Verdence/OCIO encompasses a range of solutions and service offerings that can be tailored to an organization’s very specific needs, including:

  • Frequently updated research and educational content;

  • Investment construct and due diligence services;

  • Investment modeling and rebalancing, with optional model delivery;

  • Opportunities for reduced investment costs and more competitive fee structures from investment managers; and

  • Greater access to private markets and highly selective deal flow.

"Everything we’ve learned over the course of our collective careers has informed the construction of Verdence/OCIO’s wide range of services," said Matt Andrulot, Director of Verdence/OCIO. "We also very much understand the importance of brand, which is why all of our Verdence/OCIO solutions are available in private label format, aligned with a firm’s own brand, from its logos and color schemes all the way to its taglines and disclosures."

"The most valuable commodity any RIA, family office or institution has is time to spend with their clients, and that’s what Verdence/OCIO is designed to provide: more time for these teams to do what they do best," continued Kelly.

For more information on Verdence/OCIO, please visit: https://verdenceocio.com/

About Verdence Capital Advisors

Verdence Capital Advisors is an independent private wealth advisory and multi-family office firm headquartered in Hunt Valley, Maryland, with an office in Northern Virginia. Committed to the principle that advice should be transparent, customized and given without bias, true independence is one of the guiding principles of Verdence Capital Advisors.

For more information, visit: www.verdence.com

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Contacts

Media: Chris Sullivan/Emmie Twombly
MacMillan Sullivan Communications
(212) 473-4442
chris@macmillancom.com