Boutique CIO provides comprehensive solutions
WE WORK WITHIN THE FRAMEWORK OF YOUR TEAM’S NEEDS
INVESTMENT STRATEGYInvestment 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 DILIGENCEManager 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 PORTFOLIOSModel Portfolios provide advisors with multi-asset allocation strategies incorporating securities, mutual funds and ETFs. Certain strategies are available for white labelling.
PROPRIETARY ASSET MANAGEMENTProprietary 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 STRATEGIESCustomized Endowment Strategies provide an SMA solution for Ultra High Net Worth, Family Offices and other institutional investors.
HEAD OF RESEARCH
- White Label Market Outlook – Quarterly
- Market Updates – Monthly
- Conference Calls with Team, Prospects
- Site Visit – Annual
- Manager Research &
- Ongoing Manager
- Member of
- Understand, Incorporate
- Act as Firm CIO
- Use Our Proprietary Models
- Portfolio Manager –
- Train/Mentor Staff
- IC Structure
- Client Marketing &