The Outsourcing Landscape: A Field Guide to OCIO Services
Seattle (Institutional Consulting) Office
Serving institutional investors across Washington and the Pacific Northwest, Cerity Partners’ Seattle office is the primary hub of our Institutional Consulting Practice.
Contact Seattle (Institutional Consulting) Office
Seattle (Institutional Consulting) Office: 800 Fifth Avenue, Suite 3900 Seattle, Washington 98104
M-F 9:00 AM - 5:00 PM
Contact Seattle (Institutional Consulting) Office
800 Fifth Avenue, Suite 3900 Seattle, Washington 98104
M-F 9:00 AM - 5:00 PM
Seattle Institutional Investment Consulting
Seattle’s leading institutions turn to us for objective, research-driven investment counsel. Our Seattle office advises public plans, multiemployer plans, nonprofit institutions, and corporate retirement plans; helping fiduciaries navigate complexity with clarity, discipline, and independence while maintaining an unwavering commitment to fiduciary standards.
Nondiscretionary Institutional Investment Consulting in Seattle
Our consulting approach begins with a thorough understanding of each client’s objectives, risk capacity, and governance framework. We develop customized investment policies and portfolio strategies, provide disciplined manager research and selection, and deliver ongoing monitoring and reporting to support informed fiduciary decision-making. We act as an extension of our clients’ staff, advocating on their behalf with managers and service providers to promote alignment, efficiency, and accountability.
Contact Seattle (Institutional Consulting) Office
Research
Economic and capital markets research supports a comprehensive understanding of the forces which drive investment outcomes and provide for capturing opportunities
Strategic Asset Allocation
Rigorous, data-driven analysis to determine the optimal mix of assets aligned with your return requirements, liabilities and risk tolerance
Investment Policy Development
Clear, actionable policies that guide decision-making and fulfill fiduciary obligations
Manager Research and Selection
Comprehensive due diligence across public markets, real assets, and private investments to identify experienced and established managers
Portfolio Monitoring and Reporting
Ongoing oversight and transparent performance reporting to keep trustees informed
Risk Management
Sophisticated tools and expertise to understand, measure, and manage portfolio risks
Governance Support
Education and guidance for investment committees, board, and staff navigating complex decisions
Our Team of Institutional Consultants in Seattle
Cerity Partners’ Seattle team serves institutional consulting clients as dedicated fiduciaries; combining specialized knowledge of the Pacific Northwest market with the full strength of our national platform.
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