Institutional Consulting Services

More Expertise For Your Firm — More Time for Your Client-Facing Activities

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.

Research  & Consulting Services

CA360 provides research and consulting solutions for other financial advisory firms. Our primary service offerings include:

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

20+ Years Investment Management Experience

Meet Jeff Pietsch, CFA, heading CA360’s Institutional Consulting Services team. Mr. Pietsch has held CIO positions with multiple large RIA firms, has significant experience in customized portfolio design and research, bringing  expertise to independent advisors via CA360’s Institutional Consulting Services.

A Dynamic Approach to Investing

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].

Advisor Benefits

Outsourcing a portion of your firm’s investment management responsibilities provides advisors with:

• Expanded portfolio management offerings
• Enhanced risk management services
• Improved portfolio diversification
• Increased client content and marketing collateral
• Broadened research capabilities
• Additional capital market expertise
• Reduced risk exposure to the firm
• More time for client-facing activities

Three Ways to Work with Capital Advisors 360

• Consulting Services – CA360 works with your firm to discuss current market dynamics and research bespoke portfolio solutions
• Signal Provider – CA360 provides real-time updates to portfolio holdings and allocations
• Sub-Advisor – CA360 manages and trades your firm’s accounts at the selected custodian

 
Want more information? Contact Jeff Pietsch at (888) 452-5260.