Outsourced CIO Plus Advisory Services

For family offices looking to become part of a larger, multi-office firm, Glenmede offers our full family office platform. Our investment and family wealth advisory services allow us to create a personalized approach aligned with your goals and deliver our expertise across a broad range of services, including trusteeship, tax and financial management, and family philanthropy and education. 

  • Investment Strategy and Implementation
    • Investment Policy Development
    • Customize Asset Allocation
    • Ongoing Manager Research and Due Diligence
    • Manager Selection and Implementation
    • Ongonig Monitoring and Tactical Rebalancing
    • Discretionary Portfolio Management
    • Public and Private Market Access
    • Ongoing Risk and Liquidity Management
  • Research
    • Proprietary Research (Fundamental, Quantitative, Fixed Income, Private Investment, and Manager Research)
    • Strategic Partnerships with Third Party Research Providers
    • Timely Market Commentaries and Insights
    • CIO Economic and Market Updates
    • Conference Calls, Webinars and Seminars
    • Private Roundtables with Peer Organizations
  • Reporting
    • Custom Performance and Benchmarking Reports
    • Consolidated Reporting
    • Online Account Access
  • Account Administration
    • Client Service
      • Coordination with Outside Advisors
      • Regular Client Visits and Communications
    • Custody
  • Family Wealth Advisory
    • Planning Services
    • Fiduciary and Trusteeship Services
    • Wealth Transfer Programs
    • Family Philanthropy Strategies
    • Tax Planning and Return Preparation
    • Budgeting and Cash-Flow Management
    • Family Governance and Education
    • Family Legacy Programs
    • Additional Preferred Provider Services

Download PDF of Outsource CIO Plus Advisory Services Overview

At a Glance

  • Privately owned and independent firm
  • Founded in 1956 as fiduciary of The Pew Trusts
  • Over $12 billion in family assets
  • 6:1 client-to-employee ratio
  • Clients in all 50 states
  • Access to managers in both public and private markets
  • Comprehensive family wealth advisory platform