CIO SERVICES

Boutique CIO provides comprehensive solutions

WE WORK WITHIN THE FRAMEWORK OF YOUR TEAM’S NEEDS

INVESTMENT STRATEGY
Investment Strategy provides a consistent and timely Market Outlook and Overview integrated within an investment decision making framework and actionable asset allocation ideas.
MANAGER RESEARCH AND DUE DILIGENCE
Manager Research and Due Diligence provides advisors with quality research on third party managers covering traditional equity and fixed income categories, ETFs and alternative strategies focusing on long/short equity, relative value, macro, venture capital, real estate, private equity and other niche strategies.
MODEL PORTFOLIOS
Model Portfolios provide advisors with multi-asset allocation strategies incorporating securities, mutual funds and ETFs. Certain strategies are available for white labelling.
PROPRIETARY ASSET MANAGEMENT
Proprietary Asset Management provides Advisors with access to niche and sophisticated strategies covering Enhanced Income, Long Short Equity and Best Ideas. Certain strategies are available for white labelling.
CUSTOMIZED ENDOWMENT STRATEGIES
Customized Endowment Strategies provide an SMA solution for Ultra High Net Worth, Family Offices and other institutional investors.

ENGAGEMENT TIERS

CIO SOLUTIONS

HEAD OF RESEARCH

  • White Label Market Outlook – Quarterly
  • Market Updates – Monthly
  • Conference Calls with Team, Prospects
  • Site Visit – Annual

INVESTMENT STRATEGIST

  • Manager Research &
    Due Diligence
  • Ongoing Manager
    Oversight
  • Member of
    Investment Comm
  • Understand, Incorporate
    Advisor Process

GLOBAL CIO

  • Act as Firm CIO
  • Enhance/Design
    Portfolio Models
  • Use Our Proprietary Models
  • Portfolio Manager –
    Custom Solutions
  • Train/Mentor Staff
  • IC Structure
  • Client Marketing &
    Closing Support

Disclosures

Investment strategies may not achieve the desired results due to implementation lag, other timing factors, portfolio management decision making or other unanticipated factors. The data presented has been gathered from sources believed to be reliable; however, their accuracy, completeness, or reliability cannot be guaranteed. We make no warranties and bear no liability for your use of this information. The performance illustrated may be materially different from any specific separate accounts using these strategies. Performance results are primarily presented after trading costs and before management fees (gross of fees). Investment advisory fees and trading costs differ across the size and type of the accounts that are used in these performance figures. Fee schedules are available upon request. The performance data quoted represents past performance and does not guarantee future results. All index performance includes capital appreciation and reinvested dividends and is presented gross of fees. Past performance is not indicative of future results. As with any investment vehicle, there is always a potential for profit as well as the possibility of loss. Actual results may differ from composite returns, depending on account size, investment guidelines and/or restrictions, inception date and other factors. Nothing contained in this presentation should be construed as a recommendation to buy or sell a security or economic sector. Please see firm and performance disclosures.

Back-tested performance does not represent actual performance and should not be interpreted as an indication of such performance. Actual performance for client accounts may be materially lower than that of the back-tested portfolios. Back-tested performance results have certain inherent limitations. Such results do not represent the impact that material economic and market factors might have on the execution of model-based portfolio strategies. The back-tested performance also differs from actual performance because it is achieved through the retroactive application of model portfolios designed with some benefit of hindsight. As a result, the models theoretically may be changed from time to time and the effect on  performance results could be either favorable or unfavorable