Outsourced CIO Services
Save time, focus on what you're best at, and outsource the rest
How to think about, monitor, and document decision-making process around model and investment selection
In-depth discussion of how to develop a decision framework for when
to use ETFs, Direct Indexing, SMAs, alternative investments, and mutual
funds based on individual client situations
Build a sustainable framework for where assets should be located based on spending, saving, and current/future tax brackets.
Discuss rebalancing thresholds, convexity considerations, tax implications, and management of drift amongst various accounts
How to build, maintain, and monitor the success of your investment committee
Draft white label articles for your firm (including market commentaries), review prospect client portfolios, and draft second opinion analysis for you to brand/provide
to the prospective client.