An outsourced Chief Investment Officer (CIO) is a fiduciary adviser with legal accountability to protect your assets and advise you objectively about inherent opportunities and risks associated with various investment options. Once you have...

An outsourced CIO is a fiduciary who will design your investment portfolio with a legal and ethical accountability to protect your assets. Responsibly managing assets can be challenging. An outsourced CIO is a trusted expert who will advise you...

With an outsourced CIO, you will know where all of your assets are invested – and why. You will have an advocate with a fiduciary responsibility to protect your assets and “sit on your side of the table”. The top five benefits of an outsourced...

Families and affluent foundations need a customized, integrated asset management plan. You should consider contacting an outsourced CIO when: You’re not meeting your investment goals You’re tired of people ‘pushing investment products’ at...

Although different outsourced CIOs may have slightly varied processes, the core of how an outsourced CIO works involves: 1) a fiduciary responsibility, 2) a deep understanding of their client’s needs, and 3) an expertise in managing clients’...

An outsourced CIO should always be transparent with their fees. The costs associated with an outsourced CIO’s offering can be broken down into five main categories: Counsel and Advice: Advice on structuring your portfolio so it aligns with your...

Outsourced CIOs typically meet with their clients on a quarterly basis to review their portfolio and ensure it continues to meet the client’s (possibly changing) objectives. However, an outsourced CIO is always available if more meetings are...

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...

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...