See how an OCIO structure replaces fragmented decision-making with a disciplined investment framework used by leading endowments and pensions.
Understand how professional manager selection and due diligence opens the door to strategies and opportunities rarely available to individual investors.
Learn how ongoing monitoring, risk management, and portfolio adjustments keep capital aligned with long-term objectives in changing markets.
At MLD Wealth, we work with entrepreneurs, executives, and families who want more than basic portfolio management. We provide institutional-calibre investment oversight, access to carefully selected alternative opportunities, and fully integrated wealth planning designed to protect and grow capital over time.
Our advice is objective and aligned with your goals. We focus on disciplined allocation, thoughtful risk management, and seamless coordination with your broader advisory team. The result is a structured, intentional strategy built to evolve with your life and your wealth.
The OCIO model brings institutional governance and disciplined allocation to core capital.
Portfolio architecture is built intentionally. Asset allocation, manager selection, and risk exposure are positioned with purpose and monitored continuously.
The objective is long-term control, structural resilience, and outcomes shaped by design rather than default.
INVESTMENT LEADERSHIP
FOUNDER & SENIOR PORTFOLIO MANAGER
Chad Larson is the Founder and Senior Portfolio Manager of MLD Wealth, bringing over 20 years of experience in portfolio management, investment strategy, and wealth leadership.
Consistently ranked among Canada’s Top Advisors, Chad is a Two-Time Nominee for Discretionary Portfolio Manager of the Year and has been recognized for excellence in alternative investing, client outcomes, and industry leadership.
