Knowing the questions to ask...
and the answers to question

Independent - Comprehensive - Transparent - Customized - Concise

At Kidderbrook, we have been providing governance education and Outsourced Chief Investment Officer (“OCIO”) and Investment Advisor evaluation and search services to endowments, foundations, healthcare organizations, and other nonprofit institutions for over a decade. During this time, Kidderbrook has established itself as a leading provider of OCIO/Advisor search and evaluation services. From start to finish, we offer documented, unbiased, fully transparent services.  We act as a guide applying our industry expertise and insights leading the way to your selection of an ideal OCIO/Investment Advisor solution.

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Kidderbrook Group is a highly specialized investment consulting firm with a singular focus: providing governance education and advisory and OCIO search and evaluation services to institutional clients and Ultra High Net Wealth family offices. We are committed to providing independent, unbiased research to help institutions proactively address the fiduciary challenges of managing complex asset pools. Kidderbrook is 100% conflict free. We do not provide competing OCIO or advisory services or capture commissions. We are not affiliated with any financial institutions or broker-dealers, and operate with complete open architecture, with no list of preferred managers. Our independence provides us with complete, inside-access to the ever evolving OCIO/Advisor industry.

Governance Education

Fulfill your fiduciary responsibility by letting us guide you through an exploration of all your governance options.

OCIO Search & Selection

The choice of an OCIO or Investment Advisor  is one of the most important decisions facing your organization. Let us guide you through the truly daunting, time consuming process.

Fiduciary Review & Evaluation

Allow Kidderbrook to conduct a comprehensive, independent review and assessment of your existing provider.

Our Edge

Our value-added edge is based on thorough industry expertise and insights, enabling us to deliver comprehensive unbiased, fully customized and transparent results.

As you confront the challenges of managing your complex asset pools we are confident you will quickly realize the value of in-depth experience and turn to Kidderbrook Group to discuss our search and evaluation services, and your governance options as a fiduciary.