As an independent fiduciary and trusted steward of your capital, we offer you a comprehensive and customized Outsourced Chief Investment Officer (OCIO) solution with unbiased investment management and no hidden incentives. Our approach seeks to combine strong governance – with your best interests in mind – with well-researched asset allocation and investment management solutions.

We will make and implement decisions by combining long-term strategic initiatives with shorter-term tilts to capture opportunities and defend against threats. Our bespoke consulting approach, combined with the advantages of our scale, mean that you can be assured of the highest levels of service while enjoying potential fee savings from investment managers and vendors.

Meet Our Team

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We offer clients the peace of mind that comes with knowing their investment program is in the hands of dedicated experts who will make and implement the most appropriate investment decisions on their behalf.

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Steve Charlton

Partner and Director of Consulting Services

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Assets we oversee*




Investment programs

*NEPC’s OCIO assets include clients that receive full OCIO services as well as those that receive partial OCIO services, including operational support. OCIO assets reported on Form ADV include NEPC’s Access Vehicles.

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