CIO Services

Comprehensive CIO Expertise
for Your Practice

As the global markets grow increasingly complex, it’s unrealistic for any advisor to have the expertise and bandwidth to competently handle all aspects of investment management.

Our tailored CIO services provide advisors with dedicated support and expertise in the areas of macroeconomic research, manager research and due diligence, and portfolio design. We serve as a skilled and resourced extension of your team to help reduce your operational burden, allowing you to focus on serving your clients.

Our CIO offerings include:

  • Capital market assumptions
  • Market outlook reports
  • Rigorous manager due diligence, sourcing & monitoring
  • Due diligence performed on alternative assets and private offerings
  • Strategic and tactical asset allocation
  • Model portfolios
  • Ongoing client performance reporting and reviews
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Macroeconomic Research

Our close relationships with top institutional investors, industry-leading research providers, and private investment and hedge fund managers offer us unique macroeconomic insights, which we distill into the capital market assumptions that guide our asset allocation decisions.

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Investment Strategy Network

Our dedicated manager research team combines extensive research with rigorous due diligence to provide a network of over 100 top-tier investment managers, offering our advisors and their client's consistent sourcing and access to high-quality strategies and products.

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Portfolio Design

Our portfolio consultants work with advisors to design and implement tailored portfolio solutions that address investors' wide-ranging investment needs, including risk-tolerance levels, tax sensitivities, and retirement income.

Contact our team today to learn more about
our CIO Services.