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.

Learn more about Leita

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.

Independent Perspective

Leita serves only fiduciaries and provides truly independent, unbiased OCIO recommendations. Our interests align with yours, and our only revenue comes from institutions.

Governance Alignment

We review your governance structure and work with your committee to ensure roles, responsibilities, and objectives are clearly aligned with your OCIO relationship.

Targeted Identification

We identify OCIO providers whose capabilities and philosophy best fit your needs, focusing your search on the most relevant candidates for evaluation.

Operational Evaluation

We assess how each OCIO supports investment operations and implementation, ensuring the firm is a strong partner to finance staff.

Disciplined Recommendations

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

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 operation 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.

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.

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Leita Seeks theRight OCIO Partner for Each Institution