Tag: investment research
How Can an OCIO Make an RIA More Attractive to Buyers?
Most RIA owners assume buyers are primarily purchasing assets under management, recurring revenue, and client relationships. Those elements certainly matter. However, sophisticated buyers also evaluate how dependent the business is on a small number of […]
How OCIOs Help RIAs Integrate Alternative Investments Without Taking On Excess Risk
Alternative investments have moved from niche allocations to more common portfolio components. Increased access through model portfolios, interval funds, and even retirement plan options has made it easier for advisors to incorporate these strategies. But […]
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 […]
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 […]
How To Choose an OCIO That Aligns With Your RIA’s Investment Philosophy and Client Goals
Before entering any partnership, it’s always good to know what to look for—and what to avoid. This is true when trusting an Outsourced Chief Investment Officer (OCIO) with investment management for your RIA. Working with […]
The Future of the OCIO Model: Trends Shaping the Outsourced CIO Landscape for RIAs
The growth of the Outsourced Chief Investment Officer model has changed how independent advisory firms manage portfolios, scale their businesses, and serve clients. What began as a solution for bandwidth and expertise gaps has evolved […]
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 […]
How Outsourcing Your CIO Can Drive Investment Performance and Reduce Operational Risk
The challenge of maintaining in-house investment management is growing. Increased client expectations, complex markets, and evolving regulations demand constant attention, making balancing portfolio oversight with business growth difficult. While some RIA firms believe handling investment […]
The Hidden Costs of In-House Investment Management for RIAs in 2025
In 2025, increasing compliance demands, higher client expectations, and fast-paced technological advancements are making in-house investment management more demanding. While some firms believe keeping control over portfolios allows for greater customization, the reality is that […]
Custom Investment Models vs. Cookie-Cutter Approaches: The Key to Differentiation in 2025
Customization has become increasingly popular across various business areas, evolving into a standard practice. This shift is driven by the desire for individuality and the need for tailored solutions that address specific challenges and requirements. […]