About Us

Fundopedia is an independent global outsourced chief investment officer (OCIO) and investment firm that provides customized investment solutions for its clients. Fundopedia has been recognized by Wealth & Finance International as the “Best Global OCIO & Investment Strategy Firm 2025.”

As fiduciaries, we prioritize our clients’ best interests. Since our founding, we have offered a wide range of portfolio services, and clients turn to us for the investment solutions they need to achieve their most important goals. Headquartered in New York, Fundopedia also has operations in Los Angeles, Boston, Miami, and Beijing.

In today’s complex and low-return market environment, investors are increasingly uncertain about how to achieve their financial objectives. The demand for assistance in creating tailored portfolios that align with individual goals and constraints has never been greater. Fundopedia’s OCIO team utilizes the firm’s extensive investment expertise, robust research capabilities, and advanced technology and analytics to help clients reach their investment targets.