Why Do You Need an Outsourced Chief Investment Officer?

Do you know how all of your assets are invested and why?

Do you have a single advocate who sits on your side of the table to whom you can turn for objective investment management advice?

By choosing HighView Financial Group to manage your assets, you will be able to answer “Yes” to both questions.

A HighView Outsourced Chief Investment Officer (CIO) offers a comprehensive approach to asset management. We will become your portfolio architect who will design and build your investment portfolio to meet your evolving needs and desires today and in the future.

As a fiduciary, we will also steward your assets with transparency and objectivity while managing your investments with a goals-based approach to achieve long-term sustainability.

Benefits of an Outsourced Chief Investment Officer

  1. Comprehensive and Integrated Advice

The advice provided by your HighView CIO spans the full asset management spectrum – from investment policy creation to portfolio management and review – using an integrated approach to help you reach your goals.

  1. An Ongoing Relationship

CIOs at HighView have an ongoing professional relationship with their clients. They are available to them, ensuring solid and open communication, which can ultimately benefit both the management process and investment performance.

  1. Unwavering Objectivity

A CIO’s investment solutions and services are objective and designed with their clients’ best interests in mind. They do not have their own proprietary investment products to sell to clients.

  1. Responsibility

CIOs hold our investment managers accountable and responsible for investment performance and risk management. They look outward to trusted third party investment managers to manage the portfolios. The CIO closely monitors the managers to ensure mandates are met and the desired results are achieved.

  1. Value

HighView CIOs amortize the cost of their services over the full term of a multi-year professional services agreement. This is more desirable for the client, who avoids being billed for a series of one-off consulting engagements involving manager search and other assignments.

A CIO who operates as a true fiduciary, rather than merely an investment manager, can better serve you in creating sustainable investment results.

We invite you to contact us to learn more about how we can help.


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