Institutional Consulting Services

4. Research & Consulting Services

CA360’s Institutional Consulting team offers research and consulting services to independent advisor firms.

While each job is customized to fit the firm’s needs and objectives, representative projects include:

• Analysis of portfolio strategies
• Enhancement of existing portfolio strategies
• Development of market research platform
• Automated trade-ticket system creation and model oversight
• Marketing, operations and other advisory practice insights

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

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

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