Leita Seeks the
Right OCIO Partner
for Each Institution
We guide investment committees of endowments, foundations, and healthcare organizations in selecting trusted OCIO partners who deliver long-term value.
With the right OCIO partner, you gain stronger strategy, more effective governance, and greater support for your mission.
The Leita Lens
A disciplined framework for evaluating and selecting OCIO partners.
The Leita Lens brings together two decades of institutional investment experience, real-time OCIO market insights, and a structured evaluation process. We help institutions identify and select OCIO partners who are best aligned with your goals.
01
Independent Perspective
01
Leita serves only fiduciaries and provides truly independent, unbiased OCIO recommendations. Our interests align with yours, and our only revenue comes from institutions.
02
Governance Alignment
02
We review your governance structure and work with your committee to ensure roles, responsibilities, and objectives are clearly aligned with your OCIO relationship.
03
Targeted Identification
03
We identify OCIO providers whose capabilities and philosophy best fit your needs, focusing your search on the most relevant candidates for evaluation.
04
Operational Evaluation
04
We assess how each OCIO supports investment operations and implementation, ensuring the firm is a strong partner to finance staff.
05
Disciplined Recommendations
05
We deliver a clear, well-supported OCIO recommendation, guiding your committee through each evaluation stage while preserving your authority in the final selection.
At Leita, independence means no proprietary products, no preferred providers, no referral fees, and no financial incentives tied to the firms we evaluate. Our only interest is finding the right OCIO partner for our clients.
- Anna Tabke, Founder
Our Clients
Leita’s Founder, Anna Dunn Tabke, CFA, CAIA, has personally led more than 100 institutional OCIO searches. Leita brings that experience directly to every client, helping investment committees build partnerships that deliver long-term value.
Healthcare Institutions
Independent Schools
Universities & Colleges
Religious Organizations
Private Foundations
Environmental Groups
Arts & Cultural Organizations
Community Foundations
Mission & Impact
For institutions with mission or impact objectives, Leita helps evaluate how OCIO providers incorporate and measure those capabilities alongside long-term financial goals.
What Our Clients Are Saying
"It has been a pleasure partnering with you on this engagement. Feedback from the committee was overwhelmingly positive. In addition to giving us clear, actionable insights, your work helped harmonize our investment committee and inspired new critical thinking."
Investment Committee Chair
Large Healthcare Institution
"Your expertise, grace, and patience made the process transparent, efficient, and effective. Thank you for making the experience a worthwhile one."
Board Chair
Foundation
"Your work gave us a great base to judge candidates, and significantly reduced the work we had to do to find appropriate candidates. We reviewed a diverse group of firms and quickly reached strong agreement as a committee. We’re all confident in our choice."
Investment Committee Member
Independent School
"Thank you so much for guiding us along on this project. It felt straightforward and seamless, largely due to how you structured and supported the process. We appreciate you!"
Executive Director
Private Foundation
"It means a lot to our school to have your dedication and expertise. Your support will certainly ensure that our mission continues to grow and make a real difference in the lives of our students and graduates for years to come."
Head
Independent School
"I’ve been through other searches, but none were as rigorous as this one that Leita ran with us."
Investment Committee Member
Foundation
Our Process: Four Phases of OCIO Search
Services designed especially for fiduciaries overseeing non-profits.
Phase 1
Align the Investment Committee
Leita aligns the Investment Committee, finance, and operations teams around your investment philosophy, organizational goals, and the qualities that define the right OCIO partner.
Phase 2
Candidate Interviews and Selection
Leita identifies a focused group of highly qualified OCIO candidates and guides the committee through a structured evaluation to identify the firms best aligned with your organization’s needs.
Phase 3
Tailored Due Diligence
Leita conducts tailored due diligence and delivers a decision-ready assessment of each firm’s investment capabilities, operational strengths, and long-term partnership fit.
Phase 4
Finalist Interviews and Partner Selection
Leita facilitates finalist discussions focused on investment philosophy, governance, and decision-making to help your committee confidently select the right long-term OCIO partner.
Leita Insights
The Right OCIO
Partnership Starts
Here.
If your institution is evaluating OCIO providers or reviewing an existing relationship, Leita provides the perspective and discipline needed to guide the process.
Schedule a Consultation
anna@goleita.com
678-322-7182
/goleita