Our Edge

Independent - Comprehensive - Transparent - Customized - Concise

Are you considering an outsourced solution to manage the complex investment challenges facing your organization? Are you beginning a fiduciary review? Would you like to learn more about the OCIO marketplace? If so, we invite you to consider the unique qualifications of our firm:

• Kidderbrook has created and laid the groundwork for a full range of processes undertaken to ensure the best possible outcome for its clients’ OCIO evaluations, searches and selection.
• We are uniquely qualified to offer conflict-free evaluation and search services to help you choose the ideal outsourced platform for your organization. We serve as an independent, objective third-party to lead and assist in the search for and, the evaluation of, investment outsourcing solutions.
• Unlike other leading OCIO search firms, Kidderbrook does not perform investment outsourcing services of any kind and does not accept commissions. We are truly independent. This independence allows us to have complete inside-access to the top providers in the industry.
• Our value-added edge is based on thorough industry expertise and insights enabling us to deliver comprehensive, unbiased, fully customized, transparent results.
• Our Executive Summary cuts out the noise and is distilled to the essence from hundreds of pages of provider information solicited through our proprietary RFP process. It is a comprehensive yet concise document that will quantitatively and qualitatively guide your organization through the multitude of variables that need to be considered.
• The Kidderbrook edge includes openly communicating throughout the entire process in a crisp, succinct manner to facilitate and simplify your understanding and increase your ability to determine what is best for your organization.
• Our comprehensive manager due diligence process documents the practices of a large universe of discretionary and nondiscretionary OCIO solutions. These solutions range from the black box model in which “one size fits all” to completely customizable alternatives, and every imaginable hybrid.
• Kidderbrook does not accept concurrent clients. Your organization will receive the full attention of our Managing Partner. Our experienced team can help you carefully analyze all options for you to choose the right fiduciary partner at the right cost.