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 […]
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 […]
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 […]
This is a critical decision for every RIA that does not employ an in-house CIO (Chief Investment Officer). When there is no CIO, who makes the day-to-day investment decisions for your RIA’s clients? You could […]
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 […]
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 Advantages? […]
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 […]
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, […]
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 […]
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 […]