{"id":890,"date":"2023-04-17T06:00:04","date_gmt":"2023-04-17T10:00:04","guid":{"rendered":"https:\/\/cornerstoneportfolioresearch.com\/?p=890"},"modified":"2023-05-18T13:28:28","modified_gmt":"2023-05-18T17:28:28","slug":"affordable-fiduciary-investment-solutions-do-exist","status":"publish","type":"post","link":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/","title":{"rendered":"Affordable Fiduciary Investment Solutions Do Exist"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">How can you, as an independent RIA, ensure that your clients receive the best quality investments and fiduciary advice for their needs? You might think it&#8217;s impossible to do so without breaking the bank. Fortunately, however, hiring an expensive new executive isn\u2019t your only option.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Outsourced Chief Investment Officers (OCIOs) can provide RIAs with greater access to more effective investment strategies and better fiduciary services than ever before. At the same time, working with the right OCIO might <\/span><i><span style=\"font-weight: 400;\">save<\/span><\/i><span style=\"font-weight: 400;\"> you money rather than depleting your budget.<\/span><\/p>\n<h3><b>Please join us for an overview of the following topics:<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Economic worry vs. client loyalty<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Can your firm afford a new CIO?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Save money; leverage an OCIO<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Cornerstone creates convenience<\/span><\/li>\n<\/ul>\n<h2><b>Economic Worry vs. Client Loyalty<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">There\u2019s an 800-pound gorilla sitting in nearly every financial firm today: A 2023 recession could be due by summer. <\/span><strong><a href=\"https:\/\/www.businessinsider.com\/recession-guaranteed-fed-bill-ackman-nouriel-roubini-bank-crisis-inflation-2023-3?op=1\" target=\"_blank\" rel=\"noopener\">News reports have gradually shifted from scoffing to wondering\u00a0<\/a> <a href=\"https:\/\/www.businessinsider.com\/recession-guaranteed-fed-bill-ackman-nouriel-roubini-bank-crisis-inflation-2023-3?op=1\">when it arrives and how bad it could get.<\/a><\/strong><span style=\"font-weight: 400;\"> Obviously, this isn\u2019t something to emphasize with clients. Nevertheless, it\u2019s hard to deny the possibility.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Economic worry and uncertainty, unfortunately, unnerve even veteran investors in times like these. It often begins with second-guessing their investments, but when that doesn\u2019t magically fix things, many start wondering if another advisor knows something that their own advisor does not.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is why, as the economy experiences a downturn, many independent RIAs may be at risk of losing clients\u2014and I\u2019m not just talking about just the newcomers. Unfortunately, even longstanding, previously loyal investors can get antsy during a recession. First, their focus shifts to preserving their wealth and minimizing their losses.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Next, if the resulting change in their investment strategy doesn\u2019t align with the services you provide, they may get even more anxious. I\u2019m not saying that <\/span><i><span style=\"font-weight: 400;\">all <\/span><\/i><span style=\"font-weight: 400;\">clients worried about the status of their investments will jump ship. However, some could begin to question the value of the services they&#8217;re paying for.<\/span><\/p>\n<h2><b>Can Your Firm Afford a New CIO?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">As a small RIA, you\u2019ve worked hard to build your book and reputation. You\u2019ve probably spent years developing an investment philosophy and creating personalized investment strategies for your clients, as well. Assuming you have a loyal client base, you are probably growing steadily.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In order to continue growing, you may be tempted to consider adding a Chief Investment Officer (CIO) to your team. However, before committing to that, you might want to consider whether your firm can afford the costs of bringing on a new executive. Adding a new management-level member to your team requires a <\/span><i><span style=\"font-weight: 400;\">significant <\/span><\/i><span style=\"font-weight: 400;\">financial commitment.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition to commanding a high salary and benefits package, they will need additional resources, such as office space, equipment, and possibly even support staff. This makes it important to ask: Can your firm afford that kind of investment without sacrificing your current operations and ability to meet client needs?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bringing on a CIO can disrupt the culture of your firm, as well. As an independent RIA, you\u2019ve probably built a close-knit team that works well together. Like it or not, there\u2019s always the chance that adding a new executive can change the dynamics of your team, creating tension or conflicts. At the same time, it can be challenging to find a CIO who shares your investment philosophy <\/span><i><span style=\"font-weight: 400;\">and <\/span><\/i><span style=\"font-weight: 400;\">fits your firm&#8217;s culture well.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hiring a new executive might even change the way you interact with your clients: As the founder of your firm, you are likely their primary point of contact. So, adding a CIO could potentially shift this dynamic, making it more challenging to maintain the same close professional relationships. Your clients may be hesitant to work with someone they do not know and trust as much, as well.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3 style=\"text-align: center;\"><a href=\"https:\/\/cornerstoneportfolioresearch.com\/quick-guides\/a-stronger-investment-team-is-vital-during-market-volatility\/\" target=\"_blank\" rel=\"noopener\"><b><i>Could an OCIO Help You Safeguard Your Client\u2019s Portfolios Against a Recession? We Think So.<\/i><\/b><\/a><\/h3>\n<p>&nbsp;<\/p>\n<h2><b>Save Money; Leverage an OCIO<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Believe it or not, there is an efficient, potentially more affordable option: Rather than hiring a new executive under your brick-and-mortar roof, you could potentially save money by utilizing an <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/can-small-rias-benefit-from-ocios-like-the-big-firms-do\/\" target=\"_blank\" rel=\"noopener\">Outsourced Chief Investment Officer (OCIO).<\/a><\/strong> <span style=\"font-weight: 400;\">This professional provides all the services you\u2019d rely on a full-time CIO for <\/span><i><span style=\"font-weight: 400;\">without<\/span><\/i><span style=\"font-weight: 400;\"> requiring you to provide benefits, a bonus, or even lunch space in the firm fridge.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Another advantage of working with an OCIO is the possible gaining of work hours freed up by your decision to outsource investment research. How many prospective clients could you use the extra time to pursue? If you haven\u2019t seen growth as much growth as you hoped for, it doesn\u2019t have to be an impossible dream.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In many cases, the right OCIO can help facilitate access to the latest investment research and technology, as well. This, in turn, can lead to more efficient and effective asset management. It might also add the ability to scale your investment management functions up or down as needed. For example, you might need additional investment management support during a period of rapid growth, but less when there\u2019s a slower period.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There\u2019s also a lot to be said for a near-instant boost to your firm\u2019s prestige. Despite the fact that an OCIO works with you online, they <\/span><i><span style=\"font-weight: 400;\">join your team.<\/span><\/i><span style=\"font-weight: 400;\"> In other words, you can list his or her bio on the Our Team page of your firm\u2019s website. If they happen to be<\/span> <strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/team-member\/thomas-l-balis-cfa\/\" target=\"_blank\" rel=\"noopener\">a Chartered Financial Analyst\u00ae (CFA\u00ae),<\/a><\/strong> <span style=\"font-weight: 400;\">for instance, that\u2019s a pretty easy credibility upgrade.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s probably enough of a step up to consider optimizing your AUM. If you opt to have your <a href=\"https:\/\/cornerstoneportfolioresearch.com\/why-an-outsourced-cio-could-be-your-shrewdest-investment\/\" target=\"_blank\" rel=\"noopener\"><strong>outsourced CIO<\/strong><\/a> meet directly with clients (as some are willing to), that\u2019s <\/span><i><span style=\"font-weight: 400;\">a premium service. <\/span><\/i><span style=\"font-weight: 400;\">So, you may want to think about optimizing your fees, as well. This is only one of the multiple ways in which your investment in an OCIO could possibly end up paying for itself soon.<\/span><\/p>\n<h2><b>Cornerstone Creates Convenience<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">There are OCIOs, and there\u2019s the <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/quick-guides\/\" target=\"_blank\" rel=\"noopener\"><i>Cornerstone Portfolio Research<\/i><\/a><\/strong><span style=\"font-weight: 400;\"> variety. To us, providing you, your team, and your clients consistent value isn\u2019t enough: Our approach to investment management and research, like our professional philosophy, centers around integrating as seamlessly as possible with your existing methodologies.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-891 alignleft\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-2-300x164.jpeg\" alt=\"fiduciary investment solutions\" width=\"300\" height=\"164\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-2-300x164.jpeg 300w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-2-768x420.jpeg 768w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-2.jpeg 800w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s why our process is white-labeled; we never want confusion for your clients, so we use your branding. Neither you nor your team ever has to worry about changing systems or workflows. Instead, we deliberately leverage your existing tools. <\/span><i><span style=\"font-weight: 400;\">Your<\/span><\/i><span style=\"font-weight: 400;\"> CRM, client reporting, custodial software, and portfolio management applications are the applications we use.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There\u2019s no need to change custodians, either. Like getting new client paperwork or deeply disrupting your clients\u2019 portfolios, we consider the idea both unnecessary and counterproductive. Joining your team means we\u2019re happy to work with you and, where possible, to make life<\/span><i><span style=\"font-weight: 400;\"> easier<\/span><\/i><span style=\"font-weight: 400;\"> for you; not more complicated.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Cornerstone is a time-tested outsourced CIO for RIAs. <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\">Contact us<\/a><\/strong><span style=\"font-weight: 400;\"> to learn more about our investment consulting and fiduciary investment solutions.<\/span><\/p>\n<p><a href=\"https:\/\/info.cornerstoneportfolioresearch.com\/free-ebook-10-ways-an-ocio-can-help\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"size-medium wp-image-707 aligncenter\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/01\/10-Ways-an-OCIO-Can-Help-234x300.png\" alt=\"10 Ways an OCIO can help financial advisors\" width=\"234\" height=\"300\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/01\/10-Ways-an-OCIO-Can-Help-234x300.png 234w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/01\/10-Ways-an-OCIO-Can-Help.png 462w\" sizes=\"(max-width: 234px) 100vw, 234px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>How can you, as an independent RIA, ensure that your clients receive the best quality investments and fiduciary advice for their needs? You might think it&#8217;s impossible to do so without breaking the bank. Fortunately, [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":892,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[13],"tags":[19,9],"class_list":["post-890","post","type-post","status-publish","format-standard","hentry","category-outsourcing","tag-outsourced-cio","tag-outsourcing-for-financial-advisors"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Affordable Fiduciary Investment Solutions Do Exist -<\/title>\n<meta name=\"description\" content=\"How can a small firm ensure that clients receive quality investments and fiduciary advice? Consider a fiduciary investment solution.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Affordable Fiduciary Investment Solutions Do Exist -\" \/>\n<meta property=\"og:description\" content=\"How can a small firm ensure that clients receive quality investments and fiduciary advice? Consider a fiduciary investment solution.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/\" \/>\n<meta property=\"og:site_name\" content=\"Cornerstone Portfolio Research\" \/>\n<meta property=\"article:published_time\" content=\"2023-04-17T10:00:04+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-05-18T17:28:28+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-1.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"393\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Thomas Balis\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Thomas Balis\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"6 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/\",\"url\":\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/\",\"name\":\"Affordable Fiduciary Investment Solutions Do Exist -\",\"isPartOf\":{\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-1.jpeg\",\"datePublished\":\"2023-04-17T10:00:04+00:00\",\"dateModified\":\"2023-05-18T17:28:28+00:00\",\"author\":{\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/#\/schema\/person\/2b935e124781d666e9e27dbcec713d96\"},\"description\":\"How can a small firm ensure that clients receive quality investments and fiduciary advice? Consider a fiduciary investment solution.\",\"breadcrumb\":{\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/#primaryimage\",\"url\":\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-1.jpeg\",\"contentUrl\":\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-1.jpeg\",\"width\":800,\"height\":393,\"caption\":\"young businessmen. Asian man moving a successful chess piece Strategy concepts and business tactics. Business plans. Teamwork. success management or leadership concepts.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/cornerstoneportfolioresearch.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Affordable Fiduciary Investment Solutions Do Exist\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/#website\",\"url\":\"https:\/\/cornerstoneportfolioresearch.com\/\",\"name\":\"Cornerstone Portfolio Research\",\"description\":\"Just another WordPress site\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/cornerstoneportfolioresearch.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/#\/schema\/person\/2b935e124781d666e9e27dbcec713d96\",\"name\":\"Thomas Balis\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/Tom-Balis-150x150.jpg\",\"contentUrl\":\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/Tom-Balis-150x150.jpg\",\"caption\":\"Thomas Balis\"},\"description\":\"Thomas holds a Bachelor of Science in Business from Ohio State and has since earned the Chartered Financial Analyst\u00ae (CFA\u00ae) designation as well as the Accredited Portfolio Management Advisor (APMA\u00ae) and Chartered Mutual Fund Counselor (CMFC\u00ae) certifications.\",\"sameAs\":[\"http:\/\/www.cornerstoneportfolioresearch.com\"],\"url\":\"https:\/\/cornerstoneportfolioresearch.com\/author\/thomas\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Affordable Fiduciary Investment Solutions Do Exist -","description":"How can a small firm ensure that clients receive quality investments and fiduciary advice? Consider a fiduciary investment solution.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/","og_locale":"en_US","og_type":"article","og_title":"Affordable Fiduciary Investment Solutions Do Exist -","og_description":"How can a small firm ensure that clients receive quality investments and fiduciary advice? Consider a fiduciary investment solution.","og_url":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/","og_site_name":"Cornerstone Portfolio Research","article_published_time":"2023-04-17T10:00:04+00:00","article_modified_time":"2023-05-18T17:28:28+00:00","og_image":[{"width":800,"height":393,"url":"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-1.jpeg","type":"image\/jpeg"}],"author":"Thomas Balis","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Thomas Balis","Est. reading time":"6 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/","url":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/","name":"Affordable Fiduciary Investment Solutions Do Exist -","isPartOf":{"@id":"https:\/\/cornerstoneportfolioresearch.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/#primaryimage"},"image":{"@id":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/#primaryimage"},"thumbnailUrl":"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-1.jpeg","datePublished":"2023-04-17T10:00:04+00:00","dateModified":"2023-05-18T17:28:28+00:00","author":{"@id":"https:\/\/cornerstoneportfolioresearch.com\/#\/schema\/person\/2b935e124781d666e9e27dbcec713d96"},"description":"How can a small firm ensure that clients receive quality investments and fiduciary advice? Consider a fiduciary investment solution.","breadcrumb":{"@id":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/#primaryimage","url":"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-1.jpeg","contentUrl":"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/04\/Cornerstone-april-blog-2-affordable-fiduciary-investments-image-1.jpeg","width":800,"height":393,"caption":"young businessmen. Asian man moving a successful chess piece Strategy concepts and business tactics. Business plans. Teamwork. success management or leadership concepts."},{"@type":"BreadcrumbList","@id":"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/affordable-fiduciary-investment-solutions-do-exist\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cornerstoneportfolioresearch.com\/"},{"@type":"ListItem","position":2,"name":"Affordable Fiduciary Investment Solutions Do Exist"}]},{"@type":"WebSite","@id":"https:\/\/cornerstoneportfolioresearch.com\/#website","url":"https:\/\/cornerstoneportfolioresearch.com\/","name":"Cornerstone Portfolio Research","description":"Just another WordPress site","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/cornerstoneportfolioresearch.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/cornerstoneportfolioresearch.com\/#\/schema\/person\/2b935e124781d666e9e27dbcec713d96","name":"Thomas Balis","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cornerstoneportfolioresearch.com\/#\/schema\/person\/image\/","url":"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/Tom-Balis-150x150.jpg","contentUrl":"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2021\/09\/Tom-Balis-150x150.jpg","caption":"Thomas Balis"},"description":"Thomas holds a Bachelor of Science in Business from Ohio State and has since earned the Chartered Financial Analyst\u00ae (CFA\u00ae) designation as well as the Accredited Portfolio Management Advisor (APMA\u00ae) and Chartered Mutual Fund Counselor (CMFC\u00ae) certifications.","sameAs":["http:\/\/www.cornerstoneportfolioresearch.com"],"url":"https:\/\/cornerstoneportfolioresearch.com\/author\/thomas\/"}]}},"_links":{"self":[{"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/posts\/890"}],"collection":[{"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/comments?post=890"}],"version-history":[{"count":4,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/posts\/890\/revisions"}],"predecessor-version":[{"id":913,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/posts\/890\/revisions\/913"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/media\/892"}],"wp:attachment":[{"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/media?parent=890"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/categories?post=890"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/tags?post=890"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}