Outsourced CIO

Our in-house CFA® Charterholders are able to provide independent investment expertise on a variety of ongoing and project-term appointments.  As an independent outsourced CIO, we provide customized solutions based on the needs of trustees, estate administrators, emerging family offices, and institutional boards, including: 

  • Manager selection and evaluation
  • Consolidated performance reporting for multi-custodial, private, and illiquid alternative investments
  • Benchmarked survey of fees
  • Document review 
  • Development of investment allocation and spending policies for institutional boards
  • Risk assessment and identification
  • Non-discretionary trading and cash management
  • Educational content development, delivery, and presentation

Our outsourced CIO services are strictly confidential and charged on a flat rate or retainer basis, dependent upon needs and complexity.

Please contact us for a complimentary consultation.