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More about the author: Thomas Balis

Thomas holds a Bachelor of Science in Business from Ohio State and has since earned the Chartered Financial Analyst® (CFA®) designation as well as the Accredited Portfolio Management Advisor (APMA®) and Chartered Mutual Fund Counselor (CMFC®) certifications.
A Demand For Transparency: What RIAs Need From OCIOs

A Demand For Transparency: What RIAs Need From OCIOs

The Chief Investment Officer, or CIO, is at the center of every investment plan’s long-term success. He or She is the one who oversees the fund selection process and works with advisors and planners to […]
Why An OCIO Appeals to HNW Investors

Why An OCIO Appeals to HNW Investors

High-net-worth investors have unique needs. If you want to be the one securing their assets, you must be able to meet those needs. However, in today’s crowded wealth management space, accommodating clients, alone, is not […]
Save Time and Make Money When You Hire an Outsourced CIO

Save Time and Make Money When You Hire an Outsourced CIO

What if we told you that—even during times of volatility—you can still save time and make money? If you are close to stressing out, keep reading. We believe, especially now, that an outsourced chief investment […]
Why Investment Research Outsourcing Allows More Time For Financial Planning

Why Investment Research Outsourcing Allows More Time For Financial Planning

The beauty of life at a boutique RIA is, obviously, the independence. Some advisors spend their entire careers never knowing what it is like beyond the reach of a global financial firm’s chain of command. […]
Can Small RIAs Benefit From OCIOs Like the Big Firms Do?

Can Small RIAs Benefit From OCIOs Like the Big Firms Do?

Life in an independent RIA can be great, as far as the freedom from long international chains of command goes. However, one of the few drawbacks may be that your pockets are not as deep. […]
Financial Advisors Increase AUM When They Work With An OCIO

Financial Advisors Increase AUM When They Work With An OCIO

How can you increase assets under management as a financial advisor? Does your firm have an effective marketing strategy for making that happen? The growth of many financial advisors is limited to market appreciation, reinvested […]
Can OCIOs Help Financial Advisors Compete With Larger Firms?

Can OCIOs Help Financial Advisors Compete With Larger Firms?

Most smaller RIAs want to grow their assets under management. Only a small percentage of RIAs are satisfied with their current size.  However, growth can be a real challenge if you do not have an […]
5 Tips For Increasing Retention: Encourage Lifelong Clients

5 Tips For Increasing Retention: Encourage Lifelong Clients

Converting prospects is important. However, it’s only half the battle for long-term success: You still need to nurture lifelong clients.  This isn’t simply a would-be-nice thing. They’re essential to a firm’s survival. In fact, it’s […]
Improve Time Management by Partnering With Outsourced CIOs

Improve Time Management by Partnering With Outsourced CIOs

Q: What’s the most expensive commodity? A: Time. It’s the most precious of all assets. No mortal advisor can replace it.  So, let’s examine the options for managing yours more effectively. Especially if you find […]
Outsourcing Your Managed Portfolio Gives You More Control

Outsourcing Your Managed Portfolio Gives You More Control

Why Financial Advisors Outsource Investment Management  Financial advisor firms are faced with a critical choice that impacts how they manage their clients’ assets. Do they manage their clients’ assets themselves or do they outsource the […]