Bears Try to Get in Game
David Moenning
April 3, 2024
t. (888) 452.5260
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A growing trend in the advisory industry is to outsource investment management functions. The primary objectives are to: (1) expand the firm’s services, (2) control costs, and (3) create more time for client-facing activities.
Advisors also recognize that competition from custodians, fund companies, and robo-platforms continues to evolve/increase. Thus, it is more important than ever for advisory firms to differentiate themselves from the pack.
As a result, advisors are turning to outsourced solutions in order to expand their firm’s investment management services and create more time for client-facing activities.
CA360 provides outsourced investment management solutions for financial advisors. Our primary service offerings include:
Meet Jeff Pietsch, CFA, founder, and Mr. David Moenning, head CA360’s Institutional Consulting and CIO Services team. Together, they have more than 50 combined years of portfolio management experience. Both Mr. Pietsch and Mr. Moenning have held CIO positions with multi-billion dollar RIA firms, have vast experience in customized portfolio design and research, and now bring their expertise to independent advisors via CA360’s Institutional Consulting and OCIO services.
CA360 believes investing strategies must be able to adapt to changing environments. Times change. Markets change. As such, portfolios need to adapt over time.
For example, what worked in the late 1990’s clearly failed in the early 2000’s. The driver of the 2000-02 bear market was dramatically different than what caused the Great Financial Crisis of 2008. The 2017 bull market was one for the record books as investors had never before experienced such a prolonged period of gains and low volatility. Then came COVID. Thus, the question is what will the next year bring and when will the next big change in the markets begin? It is for this reason that we believe today’s investing strategies need to be dynamic so as to be able to adapt to changing landscapes. Read more about our multi-disciplinary approaches here [link].
Outsourcing a portion of your firm’s investment management responsibilities provides advisors with:
Want more information? Contact CA360’s Institutional Consulting Team, including either David Moenning or Jeff Pietsch at (888) 452-5260.
For More Information on CIO Services, Contact our Specialists:
David Moenning
Director of Institutional Consulting
(888) 452.5260
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors 360, Advisors 360 & Western Financial
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.
Capital Advisors 360
329 Dolphin Bay Road
Eastsound, Washington 98245
(888) 452.5260