We help strengthen your 'Trusted Advisor' brand with outsourced investment services
For advisors who want to grow their business, our extended workforce offering is a partnership that provides a customized investment solution that enhances your value proposition, enabling you to provide higher quality services while creating deeper relationships with current and prospective clients. Contact us about our outsourced investment services today!
Not your typical Turnkey Asset Management Program
Unlike the well-known turnkey asset management platforms that charge fees based on assets under management and require you to move assets onto their platform, our outsourcing service is better known as an extended workforce solution.
We become an extension of your firm by becoming your investment team. You maintain control of your investment philosophy and methodology and you pay us monthly for the services we provide, not the amount of assets you have under management.
Think of us as an employee of your firm that doesn’t need benefits or office space, for a fraction of the cost to hire in-house.
Grow your business, keep the revenue
Maintain your advisory identity
Expand your investment offering
Our services are 100% customizable and include the following.
Discretionary Portfolio Management
Investment Strategy and Research
Alternative Due Diligence
Investment Committee Participation
Black Diamond Optimization & Management
Discretionary Portfolio Management
Outsource all or portions of your portfolio management functions to us and free up your time for client-facing activities
Use a predefined model portfolio or let us customize a set of model portfolios specifically for your clients
Outsource all or portions of your portfolio management functions to us and free up your time for client-facing activities.
Use a predefined model portfolio or let us customize a set of model portfolios specifically for your clients.
Research and advisory services at a macro-level, using both paid third party and proprietary in-house research. The service is best suited for clients who need broad level strategic advice to apply to portfolio management.
Research on macroeconomic factors and trends and how they may aect specific asset classes, regions, and sectors, within your client portfolios.
Asset Allocation and Strategy
Ongoing monitoring of asset allocation strategies that identify over/under weights as well as advice on specific positioning within each asset class within your model portfolios.
Investment Themes and Ideas
Draw from our list of current investment themes or request that we conduct research on a theme of interest and we will continue to monitor that theme - along with all relevant data and positions - until the theme is no longer favored.
White labelled monthly summaries of macro trends, asset allocation updates, theme reviews, etc.
Detailed analysis and recommendations on firm specific portfolios based on your company's investment philosophy and implementation strategy.
Portfolio Analysis and Structuring
Analysis of your current model and client portfolios and recommended portfolio structuring that is consistent with your investment approach and platform.
Strategic and Tactical Asset Allocation
Based on our research and customized to client models, we can provide recommendations on asset allocation changes to models or specific client portfolios on an ongoing basis.
Asset Class Strategy
Detailed analysis and recommendations on how to invest in specific asset classes (i.e. Within large caps, we may favor certain sectors over others, or prefer value over growth)
Model Portfolios Management
Provide model portfolios - down to the security level - for a variety of investor profiles and customized to use your investment philosophy and approach. Includes monthly performance tracking and commentary on return drivers and risk.
Evaluate positioning relative to models and mandates on an ongoing basis using risk analytic software and identifying gaps, risks, and opportunities within current portfolios. This service includes ongoing stress testing and scenario analysis.
White labelled monthly summaries on model and portfolio asset allocation strategies, model portfolio performance results, forecasts, risks, recommendations and more.
Ready to Get Started?
Contact us to schedule a free consultation and determine if we are a good fit to meet your needs.
Using 3rd party and in-house software and resources, we can provide an in-depth fundamental analysis of mutual funds or ETFs to identify best of breed fund managers within each asset class and provide ongoing monitoring to identify opportunities to improve your asset mix of managers.
Securities Analysis and Research (Equities and Fixed Income)
For firms that invest in individual securities, we use a combination of buy-side research and in-house analysis to develop a list of recommended securities in both equities and fixed income with ongoing monitoring.
An investment module is a group of individual positions that share a common investment theme. Modules are a good way to introduce investing in individual securities to portfolios typically invested in mutual funds or ETFs. We use modules to more eciently track the portfolio drivers of a specific group of stocks.
Monthly Performance Measurement
On a monthly basis, we will calculate the return on each investment and compare it to an agreed on benchmark and peers to determine their absolute and relative performance as well as the risk-adjusted returns for each position.
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Alternative Investment Advisory and Due Diligence
Includes both an investment and operational due diligence report and will include ongoing monitoring for the life of the investment for all approved managers/funds when services are based on a monthly fee (project pricing also available). Our fees include all expenses incurred to perform due diligence, including scheduled annual manager visits, documenting, and hiring of any third-party providers for additional services.
Current policy review and development of updated or new policies consistent with each advisor's unique value proposition.
Includes evaluation of market opportunity, manager search and analysis, and detailed due diligence report.
Continuous monitoring of all approved managers throughout the life of the investment, including periodic site visits, performance reviews, and updated research.
Updated reports on a monthly, quarterly, or ad-hoc basis per agreement. Format and content fully customizable to meet all internal requirements.