OUR SERVICES

Institutional Consulting & CIO Services

5. 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 either David Moenning or Jeff Pietsch at (888) 452-5260.

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


< Back to CIO Services

For More Information on CIO Services, Contact our Specialists:

David Moenning
Director of Institutional Consulting
(888) 452.5260

Additional Services