Outsourced Chief Investment Officer Services for Nonprofits with Transparent, Mission-Focused Pricing
Every dollar saved on fees is more for your mission. Our fee structure is designed to maximize your organization’s impact.
All-In Outsourced Chief Investment Officer Fees
Under $10 Million
Annual management fee
Over $10 Million
Annual management fee
Nonprofit-Focused OCIO Services
Cash & Treasury Management
As your OCIO, we handle more than just investments. Optimize your cash positions with institutional money market funds and Treasury strategies. Maximize yield on operating reserves while maintaining the access you need.
facilitating stock Donations
We facilitate the acceptance donated securities, including stocks, bonds, and mutual funds. We handle the transfer and provide you with the proper documentation.
Governance Policy Development
Work with our team to create or refine your Investment Policy Statement and Spendign Policy, ensuring alignment with your mission and risk tolerance.
Monthly Performance Reporting
Comprehensive reports including portfolio performance, market commentary, and spending summaries.
Automatic Rebalancing
Systematic portfolio rebalancing to maintain target allocations, manage risk, and ensure liquidity, all based on the plan built into your IPS.
Board Education & Support
Regular educational sessions for board members on fiduciary responsibilities, market conditions, and investment best practices tailored to nonprofits.
Want to see how your current outsourced chief investment officer stacks up?
No Sales, No Pressure. Just a review of your current investments.
Your benchmarking audit provides a detailed review your current fees, returns, and governance. It also shows how you compare to your peers. From there, it gives you a specific roadmap for improvement.
How We Compare to other OCIO Options
Fee Component |
Industry Average* |
Plentiful Wealth |
Your Savings |
|---|---|---|---|
|
Management Fee |
1.43% |
0.35% |
1.08% |
|
Internal Fund Expenses |
0.39% |
0.06% |
0.33% |
|
Transaction Fees |
Variable |
$0 for ETFs |
~ |
|
Account Minimums |
$250,000+ |
$100,000 |
More Accessible |
|
Total Annual Cost |
1.82% |
0.41% |
1.41% Annually |
*Based on industry averages from the 2024 Investment Company Institute report and assumes first $10 million in assets
See How Much Your Organization Can Save
Use our fee calculator to see the long-term impact of lower fees on your investments.