Institutional Consulting & CIO Services

2. Customized Portfolio Design

CA360 offers advisors the opportunity to add services, expertise, and experience to their investment management offerings via a consultative outsourcing approach. If you are looking for customized portfolio solutions for your firm, CA360 will work with your team to develop solutions personalized to fit the firm’s needs.

Examples of CA360’s Customized Portfolio Design Services:

• Several advisors depend on us to design and manage their entire investment lineup.
• We have been asked to develop customized portfolios targeting specific asset classes and/or strategies.
• Several firms looked to us to assist in expanding their portfolio offerings.
• Many firms have tasked us to provide more robust risk-managed offerings.
• A large advisory firm hired us to review their current portfolio lineup and seek ways to improve risk-adjusted returns.
• One group charged us with replicating the passive and tactical portfolios they were employing at the firm they were leaving.
• An east coast firm desired a more robust “toolbox” of buy-signals to add long exposure to their tactical strategies.
• One firm had us develop a tax-efficient, risk managed portfolio strategy for stock market investors.
• Still others depend on us for blending existing portfolios strategies in a customized fashion for clients.
• Read more about our multi-disciplinary approaches here [link].

Want more information? Contact CA360’s Institutional Consulting Team, including either David Moenning or Jeff Pietsch at (888) 452-5260.

1. Outsourced Chief Investment Officer Services
2. Customized “White-Label” Portfolios
3. ETF, Equity and Bond Portfolios
4. Risk-Managed Portfolios
5. Research & Consulting Services

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