An outsourced CIO is a chief investment officer you can contract with to provide investment management services. You can outsource a CIO as a partner to rely on when needed rather than hiring someone as a full-time employee. In many cases, you can get someone on your extended team who has more subject matter expertise than you could hire yourself, for less financial outlay.
More than just an investment philosophy, model portfolios are developed with specific goals in mind. For instance, at Park City Investment Solutions, we have models we have built out for three themes, with institutional quality investments within each of the three models. The first includes a gamut of liquid investments. The second includes semi-liquid investments, and the third includes alternative investments that are not liquid. Please contact us for more specific information.
An outsourced chief investment officer can provide your financial advisory firm with high-level investing services without the need for hiring an investment manager full-time. Because your outsourced CIO often has more subject matter expertise than you could afford to hire yourself, you can leverage that to enhance your firm’s credibility while spending your time pursuing more clients and closing more business to grow your firm.
”If you want to go fast, go alone. If you want to go far, go together"
— Steve Jobs
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