Leverage the leadership of a former CIO with over 20 years of experience at a top-tier registered investment advisor (RIA). Our Fractional CIO services are ideal for firms and family offices seeking institutional-quality investment oversight without the full-time cost.

Key Offerings:

• Model portfolios and customized investment solutions

• Risk management oversight

• Investment Committee structure, support, and guidance

• Private market manager due diligence and portfolio construction

• Development of investment collateral

• Mentorship for in-house investment staff to build out structure, processes, and reporting

• Advisor education on investment strategy, philosophy, and managers

Leverage proven leader with over a decade of experience on the management team of a leading RIA.  We help leadership make strategic decisions to help grow, streamline, and institutionalize your firm.

• Add strategic resources to current leadership team

• Advise on growth strategies for the firm

• Help build out advisor structure and incentives to propel growth and internal alignment

• Enhance efficiencies and institutionalization of the firm

• Assist with creating a strategy around succession planning and partner tracks

• Position the firm for outside investment or eventual sale

Make sure you have someone that objectively sits on your side of the table to help you make informed decisions.

• Guidance on building a family office vs. hiring an advisor/consultant

• Evaluation and oversight of outside advisors

• Investment Committee participation and governance

• Service provider selection and reporting infrastructure

• Customized portfolio construction and OCIO services

We help non-profits fulfill their fiduciary responsibilities and improve investment oversight—without increasing internal headcount. Our team serves as an extension of your team.

• Provide continuity in the case of Investment Committee turnover

• Align investment strategy with mission and long-term objectives

• Objectively evaluate outside advisors

• Customized portfolio construction and OCIO services

We help asset managers refine their approach and effectively position their strategies within the RIA and family office channels. With deep experience on the buy side, we offer valuable insights into what institutional allocators truly look for — and how to stand out.

Key Offerings:

• Develop and refine go-to-market strategies targeting RIAs and family offices

• Clarify and strengthen your firm’s value proposition and differentiators

• Evaluate and enhance marketing collateral to ensure message alignment and impact

• Provide feedback from an allocator’s perspective to improve engagement and positioning