Photo by Bethany Barrett
Every dollar has a purpose.
Most advisors fit you into a model.
Stoneford builds a model around your needs.
We provide OCIO (Outsourced Chief Investment Officer) services that bring institutional-level portfolio management to individuals, families, and organizations. Through a disciplined, values-driven framework, we handle asset allocation, manager selection, and ongoing oversight—so you can stay focused on your mission while we steward your investments with clarity and accountability.
Our Investment Philosophy
Our OCIO Fee Structure
Ready to Get Started
Transparent Fee Structure.
Aligned with your Organization's Goals.
Typical all-in cost:
Most of our OCIO clients fall between 0.45% and 0.60% annually, depending on portfolio size, strategy, and manager mix.
Service Category
Annual Fee
OCIO & Portfolio Management
Client Servicing, Trading, & Technology
External Portfolio Manager
0.15%
0.10%
0.14% - 0.30%
- Annual Fee: 0.15%
Client Servicing, Trading & Technology
- Annual Fee: 0.10%
External Portfolio Manager
- Annual Fee: 0.14%–0.30%
Cash flow Drives Risk Capacity
At Stoneford, we care less about chasing trends and more about building portfolios around your mission and needs. We select investments by applying rigorous fundamental analysis, evaluating managers, and seeking securities that best fit our clients’ unique needs and risk profiles.
We believe portfolio allocations should be built around cash flow needs (distributions) and risk capacity (not just appetite).
We focus on time and withdrawals: How long will each dollar stay invested before you need to use it?
This flips the conventional approach. Instead of fitting you into a pre-set model, we design a model around your actual needs.