FOX Webinar: Outsourcing Series: The Outsourced Investment Office
Overview
Wednesday, Feb 04, 2026 - 10:00am
Wednesday, Feb 04, 2026 - 11:00am
Join Tide Cycle Resources LLC for a discussion of The Outsourced Investment Office. Jeff Croteau and Kate Dumas will cover the evolution of outsourced models within the investment industry, benefits and considerations when outsourcing, and how Tide Cycle works with individuals, families, and their external advisors in support of the investment program.
Part 1 of 4 of the Outsourcing Series: Building Trust-Based, Outcome-Driven Outsourcing Relationships – The Virtualization of the Family Office
Outsourcing has shifted from a transactional cost-saving tool to a strategic enabler of transformation and innovation. For family offices, this evolution offers opportunities to access specialized expertise, scale operations, and modernize processes while maintaining agility and governance.
Transparency: Share family goals and priorities openly.
Shared Accountability: Align performance metrics to outcomes like family member experience and operational resilience, not just service agreements.
Flexibility: Include pilot projects or sandbox initiatives in contracts to test new ideas safely.
Move Beyond Vendor Relationships: Family offices need partners who understand their unique goals—wealth preservation, succession planning, and personalized client service. Treat providers as strategic collaborators. Invite them into early-stage planning and share long-term objectives.
Family offices that embrace outsourcing as a strategic capability—focused on trust, innovation, and shared outcomes—will be better positioned to scale, modernize, and deliver lasting value.
Jeff founded Tide Cycle in 2024 after a successful tenure at Prime Buchholz LLC and Mercer Investment Consulting. With a background in mathematics, Jeff’s investment journey began as an analyst and evolved into leadership, guiding families and institutions through major market events like the tech bubble, the financial crisis, and the Covid pandemic. His approach to portfolio management is rooted in stability, patience, and diversification, serving clients from millions to multi-billion-dollar portfolios. Jeff graduated with a BS in Mathematics from Northeastern University and earned a CFA® charter.
Currently, Jeff serves as a Board member of the Foundation for Seacoast Health, a member of the Dean’s Advisory Council for the College of Science at Northeastern University, and coaches cycling at Portsmouth High School.
Kate joined Tide Cycle in 2025 following a brief career pause to explore philanthropic pursuits. Kate was previously a Managing Principal and Consultant at Prime Buchholz LLC where she built successful investment programs for a variety of clients. Kate led the firm’s Mission Aligned Investing practice bringing the missions and values of clients into portfolio decision making. Prior to Prime Buchholz, Kate worked at Deutsche Bank AG in New York and Mellon Trust in Boston. Kate earned her MBA from the Stern School of Business at New York University with specializations in Finance and Global Business and holds a BA in Economics from McGill University. Kate earned a Certificate in Sustainable Capitalism from the University of California, Berkeley – School of Law.
Kate is a member of the Sustainability Advisory Board at the University of New Hampshire, the Finance Committee at the Southeast Land Trust, and the Boston Economic Club. Kate volunteers with Invest for Better and CFA® (Society) Boston to promote financial literacy.
Jeffrey R Croteau, CFA
Founder and CIO, Tide Cycle
