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Top 20 Questions Financial Advisors Should Ask OCIO Candidates For Their RIAs

Top 20 Questions Financial Advisors Should Ask OCIO Candidates For Their RIAs

Let’s assume you have decided to take money management in-house and you are considering bringing on an Outsourced Chief Investment Officer (OCIO) to manage your clients’ portfolios. We know this is a critical decision for […]
Can Outsourced Investment Management Help Advisory Firms Close More Prospects?

Can Outsourced Investment Management Help Advisory Firms Close More Prospects?

If you’ve ever found yourself thinking, “If we could just grow our client base…” you may not be as out-of-luck as you think. The key may simply be outsourcing your CIO.   What Are OIM’s […]
Why Should I Hire an Outsourced Chief Investment Officer?

Why Should I Hire an Outsourced Chief Investment Officer?

A good chief investment officer can benefit you in multiple ways. That’s why they rarely come cheap.  The question is: Do you have the funds to bring one onto your staff? On top of their […]
How Can RIAs Determine the Quality of Outsourced Chief Investment Officers (OCIOs)?

How Can RIAs Determine the Quality of Outsourced Chief Investment Officers (OCIOs)?

When RIAs outsource investment management to CIOs, they want professionals who add substantial value to their firms.  We believe that merit is more than their ability to provide superior portfolio management services. In our opinion, […]
Why Are More Advisors Partnering With Outsourced Chief Investment Officers?

Why Are More Advisors Partnering With Outsourced Chief Investment Officers?

Increased investment complexity and easier hiring processes spurred significant growth last year for the global OCIO industry. From 2016 to 2021, it increased from $1.29 trillion in assets under administration (AUA) to $2.46 trillion. Chestnut […]
Accelerate the Growth of Your RIA in 2022 with an Outsourced Chief Investment Officer

Accelerate the Growth of Your RIA in 2022 with an Outsourced Chief Investment Officer

Let’s make a few assumptions about your RIA for 2022. Let’s assume your number one priority is to make 2022 a break-out year for new clients, assets, and revenues.  You know there is a good […]
Why We Believe  More RIAs Outsource to a Chief Investment Officer in 2022

Why We Believe More RIAs Outsource to a Chief Investment Officer in 2022

Some RIAs have Chief Investment Officers (CIOs) and some don’t. In general, it is the larger firms that can afford the expense of in house CIO employees (Salary, bonuses, benefits, taxes, support, stock options). Smaller […]
Everything You Need to Know About Outsourcing Investment Research

Everything You Need to Know About Outsourcing Investment Research

Outsourcing investment research can revolutionize your business. In fact, if you’re a Registered Investment Advisor (RIA), you probably have a lot on your plate. And because the past two years have been particularly volatile, managing […]
12 Reasons Why RIAs Are Moving to an Outsourced CIO Model

12 Reasons Why RIAs Are Moving to an Outsourced CIO Model

Successful investment advisors can be faced with two major decisions that will have a major impact on the future of their businesses. First, who makes investment decisions for their clients’ assets. And second, how do […]
Top 5 Tips Why OCIOs Make Independent RIAs More Marketable

Top 5 Tips Why OCIOs Make Independent RIAs More Marketable

Let’s assume you have two choices when it comes to the management of your clients’ assets. Your firm can manage the money or you can outsource this responsibility to an external third party. When you outsource […]
How to Spot a Fake Financial Advisor

How to Spot a Fake Financial Advisor

If you’re like most people, you may not have an abundant knowledge of financial planning and investment principals, thus creating the need for financial advisors. Unfortunately, this need has also provided the opportunity for what […]
Cornerstone Portfolio Research Launches New Website

Cornerstone Portfolio Research Launches New Website

Cornerstone Portfolio Research is thrilled to announce the launch of our new and improved website! The new site went live on October 1, 2021. The updated look and feel will make it easier to find […]