OCIO Services
OCIO: Acting as your family's independent investment office.
We independently design, coordinate, and supervise your full wealth.
A Custom Extension of Your Family Office
"Our role is to help families and their teams make better long-term investment decisions with independence and alignment."
Our OCIO service helps families build a more structured and coordinated investment approach, without the cost and complexity of creating an internal investment office.
You Stay in Control
Keep full control of your wealth while we handle the due diligence, monitoring, and portfolio construction.
Independent Decisions
Every investment decision is evaluated independently and aligned with your long-term objectives, liquidity needs, and overall strategy.
Our Approach to Managing Your Wealth
An integrated approach designed around your family's goals, priorities, and long-term needs.
Investment Policy & Portfolio Strategy
Defining a clear investment framework around your family's objectives, liquidity needs, risk tolerance, and long-term priorities. This serves as the foundation for portfolio construction and ongoing decision-making.
Asset Allocation & Portfolio Construction
Building a diversified portfolio across public and private markets, with an allocation designed around your family's specific goals rather than a standardized model.
Investment Selection & Due Diligence
Evaluating investment opportunities, managers, and strategies across asset classes. We provide access to institutional-quality investments and select each position based on its role within the overall portfolio.
Consolidated Portfolio Oversight
Bringing multiple custodians, accounts, entities, and investments into one consolidated view. We monitor allocation, performance, liquidity, and portfolio exposures on an ongoing basis.
Active Management & Rebalancing
Continuously reviewing the portfolio as markets and family needs evolve. We rebalance allocations, identify new opportunities, and make adjustments when the investment case or circumstances change.
Reporting & Ongoing Advisory
Clear consolidated reporting and regular portfolio reviews, supported by direct access to the Nuclo team. We help families understand what they own, how it is performing, and the decisions being made along the way.
Built for Long-Term Wealth Coordination
Helping families manage investments, structures, and long-term planning with greater clarity and coordination.
What Changes With Nuclo?
A Better Way to Coordinate Family Wealth
Traditional Approach
Fragmented Decision-Making
Multiple advisors working independently
Limited visibility across institutions and assets
Investment decisions driven by product sales or short-term market noise
Nuclo OCIO
One Coordinated Strategy
A consolidated view across investments, structures, and liquidity
Independent investment selection and ongoing manager oversight
Long-term decision-making aligned with family objectives and wealth preservation
Clear Answers (FAQ)
We charge a single asset-based management fee. Our pay is directly tied to how your capital performs and how well it's preserved. No commissions. No retrocessions.
No. You keep full legal ownership. We act as the discretionary or non-discretionary manager, depending on your mandate, working with your existing custodians.
Public equities, fixed income, alternative investments (private equity, private credit, hedge funds), real assets, and cash management. We coordinate across all asset classes.
Typically 4–8 weeks from initial diagnostic to full mandate implementation. We begin with a complete portfolio review before making any recommendations.
Start with clarity
Start a confidential review of how your investments are currently managed and see what an OCIO mandate could offer your family.