4 Benefits of Hiring an OCIO for Your Nonprofit Organization

Nonprofit leaders wear many hats. From fundraising to programming to stakeholder management, your plate is full. So when it comes to managing complex investment portfolios, you may not have the time, expertise, or resources.

That’s where an Outsourced Chief Investment Officer (OCIO) comes in. At AAFMAA Wealth Management & Trust LLC (AWM&T), we help nonprofit organizations serving the military community simplify their financial oversight and focus on what matters most: the mission.

Propel Your Nonprofit’s Mission with OCIO Services

4 reasons why nonprofits choose to outsource their investment management:

1. Free Up Time to Focus on Your Mission. Most nonprofits aren’t structured to handle daily market analysis or long-term investment strategy. Finance committees and board members are often volunteers juggling their own responsibilities. That can leave your organization vulnerable to missed opportunities or missteps. An OCIO takes on the investment burden so your team can target delivering impact. We monitor portfolios, adjust strategies, and provide timely reporting so your staff and board stay informed without being overwhelmed.
2. Access Deep Investment Expertise. Many nonprofits don’t have an in-house financial professional with institutional investment experience. Even when advice is sought externally, it's often on a project basis or through generic models. With AWM&T, your organization gains a dedicated team with decades of collective experience managing investments specifically for the military and Veteran community. Our Chief Investment Officer, Paul Jablansky, is known for building resilient portfolios that support long-term goals while navigating short-term volatility.
3. Improve Governance and Reduce Liability. Investment oversight is a fiduciary responsibility. Without proper governance, your board could be exposed to legal or reputational risks. We help your organization make defensible, transparent investment decisions that meet donor expectations and audit standards. 
   
   Partnering with an OCIO helps bolster your fiduciary practices by:

4. Mitigate risk. The nonprofit sector is unpredictable. Funding can fluctuate, markets can shift, and leadership transitions. Hiring an OCIO brings stability. We serve as a steady hand in uncertain times — helping you plan ahead, preserve capital, and make confident decisions. We don’t just manage your money, we safeguard your mission.

Secure Your Organization’s Future with AWM&T

The Veterans you serve rely on your organization's success — let us help secure a sustainable future for their support. A solid financial foundation is necessary for your nonprofit organization’s success. You focus on your mission, we’ll handle your finances. To get started, click here or call 1-910-307-3500 today.

About Us

Founded in 2012, AWM&T was built specifically to meet the unique financial needs of military families. We provide experienced, trustworthy, long-range financial planning, investment management, and trust administration services to support financial independence and security. We aim to be the premier provider of fiduciary services by always working for AAFMAA Members’ best interests.

We are proud to share the mission, vision, and values of AAFMAA, our parent company, consistently building on the Association’s rich history and tradition to provide Members with a source of compassion, trust, and protection. Through AAFMAA’s long-standing legacy and our financial expertise, AWM&T is honored to provide personalized wealth management services to military families across generations.

© 2025 AAFMAA Wealth Management & Trust LLC. Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice. Nothing contained in this communication should be interpreted as such. We encourage you to seek guidance from your tax or legal advisor. Past performance does not guarantee future results. Investments are not FDIC or SIPC insured, are not deposits, nor are they insured by, issued by, or guaranteed by obligations of any government agency or any bank, and they involve risk including possible loss of principal. No information provided herein is intended as personal investment advice or financial recommendation and should not be interpreted as such. The information provided reflects the general views of AAFMAA Wealth Management and Trust LLC but may not reflect client recommendations, investment strategies, or performance. Current and future financial environments may not reflect those illustrated here. Views of AAFMAA Wealth Management & Trust LLC may change based on new information or considerations.