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