Does an ‘outsourced CIO’ work with my other professional advisors?

By admin on July 7th, 2017

Yes! One of the most essential parts of an outsourced CIO’s role is investment stewardship. That means outsourced CIOs are concerned about the management of your assets beyond just building an investment portfolio. The successful management of...

How should I measure the success of an ‘outsourced CIO’?

By admin on July 7th, 2017

Unfortunately, the success of an investment portfolio is too often measured against the capital markets or an arbitrary benchmark. This is not how you should measure the success of your outsourced CIO! It is also not how they should be measuring...