Category: Outsourcing
Why Is the OCIO vs TAMP Comparison So Often Misunderstood?
Many independent RIAs begin the OCIO versus TAMP decision by comparing fees. That’s understandable, as pricing is easy to measure and feels like the most objective place to start. Platform costs, model fees, and service […]
Why Portfolio Complexity Is Outpacing Most RIA Investment Models
Portfolio construction has changed. What used to be a relatively straightforward mix of equities and fixed income has evolved into something far more layered. Today’s portfolios may include alternatives, tax overlays, multiple managers, and client-specific […]
Build an Investment Platform for Less: The Cost-Effective Solution for Insurance Agencies
When insurance agencies consider expanding investment oversight, the real question isn’t whether they can build in-house, it’s whether the cost makes sense long term. What starts as a reasonable idea often turns into a series […]
ESG & Impact Investing: How RIAs Benefit from OCIOs
If you run an independent RIA, you’ve probably heard some of your clients ask, “Can you align my investments with my values?” Cerulli reports that 45% of high-net-worth investors want ESG or impact-focused portfolios in […]
Why RIAs Are Turning to Cornerstone for 2025’s Investment Expertise
More RIAs are seeking specialized support to keep pace with the rapidly changing investment environment. As 2025 unfolds and 2026 begins, the trend toward partnering with an OCIO, particularly one with deep institutional knowledge and […]
Navigating 2025 SEC Regulations: How Cornerstone Helps RIAs Stay Compliant
The SEC’s 2025 regulations are adding more responsibilities for RIAs managing compliance. With stricter rules surrounding disclosures, cybersecurity, fiduciary duties, and marketing practices, many are finding it increasingly time-consuming to stay informed and comply with […]
Unlocking Alternative Investments for RIAs: Cornerstone’s Expertise in Private Markets
Are you looking to expand your RIA firm’s access to alternative investments? These strategies can offer higher return potential and greater diversification than traditional portfolios. Also, an increasing number of high-net-worth clients frequently inquire about […]
Maximizing Client Satisfaction: How an Outsourced CIO Enhances Client Relationships for RIAs
In a competitive advisory environment, client satisfaction isn’t just about portfolio performance—it’s about connection, responsiveness, and confidence in the relationship. High-net-worth clients, in particular, expect more than just returns; they want regular communication, transparency, and […]
Building Resilience in Volatile Markets: The Role of an Outsourced CIO for RIAs
Market volatility isn’t just a headline—it’s a reality for you as an RIA and your clients. With uncertainty on the rise, many firms are fielding more client calls, adjusting investment strategies under pressure, and juggling […]
Cost-Effective Investment Strategies for Large RIAs: How Outsourcing Your CIO Saves You More
Building and maintaining an in-house investment team is costly and resource-intensive. Competitive salaries, tech upgrades, and rising compliance demands add up quickly, while overhead for internal portfolio management has surged in recent years. Meanwhile, clients […]