t. (888) 452.5260
Capital Advisors 360’s Institutional Consulting team can help.
The acronym “OCIO” likely means different things to different financial advisors. However, we believe that Outsourced Chief Investment Officer services start and stop with becoming an investment management partner to your firm. By definition, a Chief Investment Officer is responsible for the design, management, and ongoing oversight of a firm’s investment strategies.
Additional areas of service often include managing the risk exposure of both the firm as well as client portfolios, participating on the investment committee, overseeing performance, developing client communications, performing due diligence on products and managers, and ensuring that the firm’s portfolio strategies remain true to their objectives.
Limited time, increased complexity in an ever-changing investing landscape, and constrained resources can make it difficult for advisors to create, manage, and maintain state-of-the-art investment management programs. Thus, more and more advisors today are turning to outsourced solutions in order to expand their firm’s investment management services and create more time for client-facing activities.
For example, in a paper entitled, “Investment Management Support for Advisors: Using Outside Resources,” Fidelity’s Matthew Goulet, CFA and Matthew Hamilton write:
“Advisors may want to consider outsourcing their investment management function to better focus their time on serving clients.”
According to the 2019 Wealth Advisor Survey on business applications advisors seek, 72% of Independent B/D Advisors and 64% of Independent RIAs are looking for assistance in the areas of Portfolio Construction and Analysis. In addition, 79% of Independent B/D Advisors and 65% of Independent RIAs want help with Portfolio Rebalancing and Trading.
If you or your firm are part of the growing majority of advisors looking for outsourced solutions for your investment management services, CA360 can help as the directors of Institutional Consulting have been assisting advisors with investment management solutions for more than 30 years.
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 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
