Investment policy
Cash-flow-based investment policy statement
A near-, mid-, and long-term cash-flow-needs analysis that frames the policy; an Investment Policy Statement with recommended allocation ranges, spending policy, and roles and responsibilities; and a board adoption resolution.
Program oversight
Investment committee support
Quarterly performance review against policy, a manager evaluation framework, a fee benchmark, and a rebalancing discipline memo.
Manager & OCIO search
RFP design and facilitation, a scoring matrix, finalist interviews, and a transition checklist.
Treasury & reserves
Operating cash & reserve structure
Cash tiering across operating, reserve, and long-term horizons; a laddering and cash-management plan; a bank-fee and coverage review with an FDIC and SIPC map; and sweep and yield recommendations.
OAS advises on investment governance and oversight — policy, process, selection, and monitoring. We do not take discretion, hold custody of assets, or recommend individual securities. Your managers manage; your committee governs; we make the governance rigorous.
Where else we work.
Start with a conversation.
Tell us what is in front of you — an opportunity, a challenge, or a transition. We will tell you plainly whether OAS is the right help, and what the engagement would produce.