Retirement plans Get the most out of your employer-sponsored retirement plans, including a 401(k).
Annuities Use a guaranteed income stream to help diversify your retirement options.
Individual retirement accounts (IRAs) Set up (and save in) a tax-advantaged account that’s just right for you.
Enroll today, save for tomorrow.
Sign up for your workplace retirement plan.

Enroll now
Looking for a dentist in your network?
Search our directory or browse a list of providers in your area.

Find a dentist
Create an account
Set up your online access and update your information.

Get started
Benefits and insurance Find out how to protect what matters most and support your well-being.
Estate planning Learn how to build a foundation to help your loved ones and leave a legacy.
Financial planning Discover tools, tips, and insights to help reach your short- and long-term goals.
Investing Create a plan and boost your knowledge so you know how to make financial progress.
Retirement Strategies to save for (and enjoy) your retirement.
View all articles
Featured Article

How to create your own lifelong financial plan, step by step

Create a just-for-you path to balance your short- and long-term goals.
How can we help you? Close
Log in

For individuals
Outsourced Chief Investment Officer (OCIO) solutions OCIO services for endowments, foundations, and nonprofits

OCIO services for endowments, foundations, and nonprofits
Woman searching for OCIO services

OCIO services for endowments, foundations, and nonprofits
We understand the investment management services for your endowment, foundation, or nonprofit needs.

As an outsourced chief investment officer (OCIO), we take on the fiduciary responsibility for your organization’s investment portfolio—managing assets, navigating market volatility, and optimizing portfolio performance to help reach your desired goals.
OCIO solutions

Our diversified team of investment experts have worked with an entire spectrum of organizations, creating custom investment management strategies. We’ll work to include investments that seek to meet your organization’s funding goals for years to come.

Competitively priced portfolios

Offer an all-inclusive single rate fee structure with no out-of-scope billing. Custom portfolios are developed to help meet each client’s unique goals, cash flows, risk budgets, and return objectives.
Tailored investment management

Investment solutions need to be sophisticated, transparent, and understandable. We take the time to develop a deep understanding of each organization, recognizing that each one has a unique purpose and goals. We offer a comprehensive, customized approach considering each client's unique investment objectives.
Sustainable spending policy

Unique to your needs and aligns expenditures with your missions and goals.

  A strategic plan for board members and donors

  Realistic in relation to the anticipated capital market returns

  Documented along with your Investment Policy Statement

  Reviewed annually
Contact us

Connect with a representative

Our team is ready to discuss your investment goals and determine an appropriate course of action.

Submit an OCIO RFP today

The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering consulting, legal, accounting, investment or tax advice. You should consult with appropriate individuals including counsel, financial professionals or other advisors on all matters pertaining to business, legal, tax, investment or accounting obligations and requirements.

Investment solutions disclosure with PCS.

Important Information

OCIO solutions and LDI solutions are provided by Investment Solutions, an advisory team within Principal Asset ManagementSM. Principal Asset Management leads global asset management at Principal®.

Custody and trust services are provided by Principal Bank®, Member FDIC, and/or Principal Trust Company®. These services are provided under the trade name Principal® Custody Solutions. Principal Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.

When Principal Custody Solutions is providing investment management services, Principal Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of Principal Asset Management. Customers may also contract directly with Principal Asset Management for investment management services. In those instances, Principal Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.

Principal Global Investors, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). Principal Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. Principal Asset Management is a trade name of Principal Global Investors, LLC.

Insurance products and plan administrative services provided through Principal Life Insurance Company®.

Principal Life Insurance Company, Principal Global Investors®, Principal Bank, and Principal Trust Company are members of the Principal Financial Group®, Des Moines, Iowa 50392.

Principal®, Principal Financial Group®, and Principal and the logomark design are registered trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and services marks of Principal Financial Services, Inc., in various countries around the world.

© 2024 Principal Financial Services, Inc.

3420467-032024