OCIO in Practice: Jeff Croteau on Total Portfolio Thinking and Manager Due Diligence

Join dakota Live! as we sit down with Jeff Croteau, Founder & CIO of Tide Cycle Resources, to discuss building durable portfolios, the evolution of the OCIO model, and why patience—not prediction—drives long-term success.

We explore what it means to step away from a traditional institutional consulting career and launch a focused, high-conviction investment platform designed for families and foundations navigating increasingly complex markets.

With approximately $3 billion advised across client portfolios, Tide Cycle is built on a simple idea: stability, discipline, and thoughtful asset allocation matter more than complexity or constant change.

Jeff explains how decades of experience across market cycles—from the dot-com bubble to the Global Financial Crisis—have shaped his approach to portfolio construction, manager selection, and client relationships.

We explore:
• Why “stability” is the most underrated driver of long-term investment success.
• How the OCIO model is evolving toward deeper integration with families, boards, and advisors.
• Why Tide Cycle indexes public equities—and where they choose to spend their active risk and fee budget instead.
• Risks in private credit and the importance of aligning liquidity with underlying investments.
• How governance and education shape better decision-making during periods of market stress.

Throughout the conversation, Jeff returns to a core idea: 
Sometimes nothing is broken— the tide just hasn’t come back in yet.

Whether you’re an allocator, asset manager, or student of the markets, this episode offers a clear, experience-driven perspective on how portfolios are actually built, managed, and sustained over full cycles.

Listen now for a grounded conversation on patience, discipline, and the frameworks that endure.