Who We Serve
Independent Financial Advisors
Scale while differentiating your practice to build trust.
Single Family Offices
Find greater access and increased due diligence of unique strategies.
Endowments & Foundations
Bolster your committees or improve your governance.
Outsourced CIO Platform & Investment Models at PCIS
You can think of Park City Investment Solutions as your outsourced CIO, where you can utilize all the advantages of a chief investment officer without having to hire someone full time. We provide the investment management services you need to grow your business, giving you seamless access to institutional-level advice without all the costs involved with adding to your staff. Our CIO was a former research analyst for Goldman Sachs and former deputy chief investment officer for Orion with $70 billion in assets under management. His investment philosophy includes growth, income & protection strategies & offers a range of traditional investments, alternatives, fixed income, private equity & more.
Investment Models and Solutions
- Multiple access points that support outsourced trading: Via trading partner platforms (Revisor, SmartX, TownSquare, and more)
- Do-it-yourself trading (think model delivery + support).
- Light assistance with implementation.
- Scalable, efficient, simple to adopt.
- Asset allocation and location advice
Outsourced Chief Investment Officer
- Model review and enhancement
- Public and private manager due diligence.
- Investment committee support, membership, or leadership.
- Win big business with a CIO alongside you.
- Educational calls and quarterly client-facing economic updates
