Services
About Our Services
A Collaborative Investment Program Tailored to Your Goals
Your investments deserve more than a standard approach. Tide Cycle delivers a disciplined, customized Outsourced Chief Investment Officer (OCIO) program designed to help you achieve your goals and navigate complexity with confidence. Every element of your portfolio—from strategy and allocation to manager selection and performance oversight—is coordinated by a team of experts whose focus is on delivering clarity, consistency, and measurable results for you.
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Full Retainer Investment Advisory
Outsourced Chief Investment Officer for family offices and foundations
Our OCIO model is tailored to meet you where you are and help you achieve your vision for the future. Tide Cycle provides comprehensive stewardship of your investment portfolio, combining disciplined governance, thoughtful policy design, asset allocation frameworks, manager selection, and transparent performance reporting.
Integrating seamlessly with your team of advisors—trust and estate attorneys, accountants, and philanthropic advisors—we ensure cohesive, strategic investment management that aligns with your broader financial goals.
Services the Relationship Includes:
- Writing an Investment Policy Statement (IPS) to govern your program
- Establishing asset allocation targets across stocks, bonds, funds, private investments, real estate, and complementary strategies
- Selecting fund managers and reviewing existing positions
- Advising on wealth structures, including trusts, foundations, and donor-advised funds
- Delivering comprehensive performance reporting to assess risks and evaluate managers/funds
- Ongoing guidance on governance structures
- Analyzing costs and fees to identify savings and improve efficiency
- Educational opportunities for younger generations on wealth management
- Addressing ad hoc investment portfolio requests
Generational Guidance
Preparing the Next Generation for Success
Trust is built across generations, and we are honored to have guided families through their most important transitions. From multi-year educational programs for G2s, G3s, and G4s to identifying and preparing next-generation leadership, we help ensure continuity and confidence. Our work spans investment and operational handoffs, serving as both a memory bank and a sounding board. No matter the scope, our role is to equip you — and your family — with the tools and support needed to thrive today and for generations to come.
Portfolio Evaluation
Review performance and identify opportunities to optimize your investments.
Governance Advice
Strengthen decision-making frameworks for boards, committees, and family offices.
Generational Succession
Education and support to help insure that your legacy endures.
Cost & Fee Analysis
Reduce unnecessary expenses and improve efficiency across your investment program.
Virtual Family Office
Assistance with the creation and leadership of your virtual family office.
Guest Speaking
Educate and engage your team or stakeholders with expert perspectives.
Manager Diligence
Assess how investment managers generate results and the likelihood they can deliver consistent, long-term performance for your portfolio.
Take the Next Step
We’re currently taking on a select number of families and institutions. Let’s discuss how Tide Cycle can help steward your portfolio for long-term success.