Your wealth deserves more than management. It deserves a disciplined, customized program built for growth and resilience.

With Tide Cycle as your Outsourced Chief Investment Officer (OCIO), you gain clarity in decision-making and confidence in execution from a diverse team of experts. Your investment program includes policy development, education, asset allocation, implementation, monitoring and adjustments, ensuring your investments are aligned with your goals.

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As your OCIO, we deliver the stability, insight, and structure of an institutional investment office while tailoring everything to your goals and values.

With more than 25 years of experience guiding families, endowments, and foundations through shifting markets, our team is known for patience, discipline, and clarity. The result: investment programs you can have confidence in for years and generations to come.

Meet Your Team

Your portfolio should reflect your values and priorities—not a one-size-fits-all strategy. To give you confidence in all market conditions, we build investment programs around time-tested principles.

Stability:

Gradual adjustments beat reactionary changes. Patience and discipline help protect your wealth through market shifts, so you can stay focused on the long term.

Diversification:

We don’t diversify to add complexity or cost, but to include complementary investments that enhance overall portfolio stability. We evaluate each option based on liquidity, volatility, cost, and portfolio fit.

Elegance:

We prefer straightforward portfolios that everyone can grasp. While we manage the program, your understanding and ownership drive our shared success. Investments don’t have to be complicated.

See Our Investing Philosophy & Process

Just as you may be driven to give back or provide for future generations, we share that same commitment. We believe strong portfolios and strong communities go hand in hand. That’s why we dedicate time, resources, and expertise to causes that make a lasting difference.

Time:

Our team actively volunteers and encourages others to get involved.

Money:

A portion of our revenue supports community nonprofits aligned with our values and areas of greatest need.

Expertise:

We share our professional skills and experience with organizations that benefit from our guidance.