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Outsourced Chief Investment Officer Services

Increasingly small to mid-sized financial firms and advisory practices providing wealth management services recognize the challenges that finite resources have when they need to do all the things they are either required or want to do for their practice and clients. There just aren't enough hours, resources or hands to get everything done. So, firms have learned to outsource all or the more labor intensive part of their investment research to third parties allowing them to focus their energies on other critical parts of the business where their skills best shine and their time is leveraged: client service, financial planning, client acquisition and relationship management. 

Our services are available to developing and mature organizations as well as senior RIA practices focused on growing their fee-based open architecture investment business.  Service arrangements can be comprehensive and include assisting in the development of complete advisory programs (e.g. wrap, fund or UMA) or smaller, more defined business solutions like ongoing investment manager/mutual fund research or private labeled economic and market research. When clients engage us they can turn more of their focus on business growth strategies. Our service model is unique and intensely individualized for each client. 

Our Research Consulting Services may include:

  • Review and development of firm wide investment guidelines
  • Asset allocation guidance
  • Investment Manager Roster Analysis
  • Manager/Fund Selection, Monitoring and Due Diligence
  • Portfolio Structuring/Model Portfolios
  • Portfolio attribution
  • Product and Strategy Factsheets
  • Manager Watch List Development
  • Investor Presentations
  • Economic research including private labeled monthly newsletters, news alerts and chart library




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