{"id":903,"date":"2023-05-08T14:10:27","date_gmt":"2023-05-08T18:10:27","guid":{"rendered":"https:\/\/cornerstoneportfolioresearch.com\/?p=903"},"modified":"2023-05-18T13:30:54","modified_gmt":"2023-05-18T17:30:54","slug":"investment-consulting-services-your-affordable-answer","status":"publish","type":"post","link":"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/","title":{"rendered":"Investment Consulting Services: Your Affordable Answer"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">As an independent advisor, you\u2019re always on the lookout for ways to enhance the value your practice provides to clients <\/span><i><span style=\"font-weight: 400;\">while keeping costs under control.<\/span><\/i><span style=\"font-weight: 400;\"> With high inflation, occasional market instability, and <\/span><strong><a href=\"https:\/\/fortune.com\/2023\/03\/27\/recession-2023-layoffs-tech-finance-unemployment-outlook-fed-rates-murray-sabrin\/\" target=\"_blank\" rel=\"noopener\">a possible 2023 recession<\/a><\/strong><span style=\"font-weight: 400;\"> inbound, that can be an increasingly tall order to fill.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, this can be where investment consulting services come in. Leveraging them could help you provide customized investment advice aligned with your clients&#8217; goals, keep your documentation up to date with the latest regulations (including Reg-BI), and much more.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Just as importantly, investment consulting services can be an affordable answer for scaling your firm <\/span><i><span style=\"font-weight: 400;\">without <\/span><\/i><span style=\"font-weight: 400;\">adding significant overhead costs. Rather than hiring a full-time analyst or losing time to investment research and due diligence, you can outsource these activities (at, potentially, a fraction of the cost).<\/span><\/p>\n<h3><b>Topics discussed:<\/b><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Investment consulting services: what\u2019s involved?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The benefits of investment consulting services<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Choosing the right investment consulting firm<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Tips for working with an investment consultant<\/span><\/li>\n<\/ul>\n<h2><b>Investment Consulting Services: What\u2019s Involved?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Hiring an investment consulting provider typically involves a team of experts specialized in investment research, analysis, and strategy development. These professionals may help develop investment policies and strategies, manage investment portfolios, and\/or assist with delegated compliance tasks and documentation.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The exact services provided vary widely based on individual firms\u2019 needs. For an independent RIA, a consulting firm may assist with both asset management and market research. For an independent broker-dealer, the service model may focus more on streamlining your Reg-BI compliance, documentation, and methodologies.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In many cases, the professional you gain becomes your CIO, but he or she is outsourced rather than joining you physically. This <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/why-an-outsourced-cio-could-be-your-shrewdest-investment\/\" target=\"_blank\" rel=\"noopener\">outsourced CIO (or \u201cOCIO\u201d)<\/a><\/strong><span style=\"font-weight: 400;\"> is available to consult with you as needed in multiple areas. You gain an actual team member, despite the fact that they work with you online (which I\u2019ll explain in a bit).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This investment consultant can meet directly with clients, as you see fit, or remain strictly behind the counter. The decision is entirely yours: The <\/span><i><span style=\"font-weight: 400;\">right <\/span><\/i><span style=\"font-weight: 400;\">investment consultant will seek to blend their services into yours as much as possible rather than disrupt your team\u2019s established systems and workflows.<\/span><\/p>\n<h2><b>The Benefits of Investment Consulting Services<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The most obvious advantage of investment consulting services may be the freedom it can help you to recoup. If you\u2019ve found yourself dreaming of getting back time to spend on clients and prospects, that doesn\u2019t have to be a fantasy. Freed-up work hours are <\/span><i><span style=\"font-weight: 400;\">far<\/span><\/i><span style=\"font-weight: 400;\"> from the only benefit, but their impact on your services (and possibly, your personal life) can be profound.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are plenty of other advantages, however. For instance, you could gain access to a team of experienced professionals with specialized knowledge in various aspects of the financial industry. Imagine gaining a wealth of knowledge and the kind of been-there insights that you may not have around the physical office\u2014without the usual expenses associated.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re wondering how, the answer may be surprisingly simple: We\u2019re talking about an outsourced CIO for RIAs <\/span><strong><a href=\"https:\/\/cornerstoneportfolioresearch.com\/outsourcing\/get-ready-for-the-may-investment-compliance-deadline-now\/\" target=\"_blank\" rel=\"noopener\">and broker-dealers;<\/a><\/strong><span style=\"font-weight: 400;\"> not a physical hire coming under your brick-and-mortar roof. This executive truly joins your team, meaning that you can list the bio on your site\u2019s Our Team page.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But in a sense, you get the best of both worlds. While he or she remains accessible day to day through the business week, you wind up paying far less than you might to bring an executive in-house. This is because you never have any bonuses to pay; <\/span><i><span style=\"font-weight: 400;\">zero.<\/span><\/i><\/p>\n<p><span style=\"font-weight: 400;\">You don\u2019t have to provide benefits, either. All you have to cover is the compensation. Assuming you\u2019re up to date on the firm\u2019s ISP bills, that\u2019s it. You don\u2019t even have to cover parking or provide office space.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Humor me, if you would, for a minute:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\">Imagine (or research) the cumulative costs of hiring a full-time executive to work in your physical office.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Now, consider your profits from getting the same possible incoming financial boost <\/span><i><span style=\"font-weight: 400;\">without <\/span><\/i><span style=\"font-weight: 400;\">the usual expensive benefits package.\u00a0<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">There are more advantages to the OCIO model than I have space to go into (and you have time to read) today. What I\u2019ve presented is the very tip of the iceberg.\u00a0<\/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>Is Your Firm Ready for a 2023 Recession? Cornerstone\u2019s Solutions Can Help You Fortify.<\/i><\/b><\/a><\/h3>\n<p>&nbsp;<\/p>\n<h2><b>Choosing the Right Investment Consulting Firm<\/b><\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-904 alignleft\" src=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/Cornerstone-may-blog-1-investment-consulting-image-2-300x237.jpeg\" alt=\"outsource investment research\" width=\"187\" height=\"148\" srcset=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/Cornerstone-may-blog-1-investment-consulting-image-2-300x237.jpeg 300w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/Cornerstone-may-blog-1-investment-consulting-image-2-768x607.jpeg 768w, https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/Cornerstone-may-blog-1-investment-consulting-image-2.jpeg 800w\" sizes=\"(max-width: 187px) 100vw, 187px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Granted, what I\u2019ve presented is a best-case scenario. Not all OCIOs adhere to the standards we take pride in at Cornerstone. That\u2019s why there are clear factors to consider when vetting prospective investment consulting firms.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">First of all, you need expertise. Look for a firm with experience in the areas most important to your practice each day. Next, research what you can about their reputation. Look for firms with a strong standing in the industry. You may want to request references and read online reviews, as well.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While you\u2019re at it, be sure to look for a firm that can customize its services to meet your specific needs. The right candidate could enhance your investment process<\/span><i><span style=\"font-weight: 400;\"> without <\/span><\/i><span style=\"font-weight: 400;\">uprooting what works well for you. This may, for example, include developing policies and strategies to align with your clients&#8217; goals and risk tolerance.\u00a0<\/span><\/p>\n<h2><b>Tips for Working With an Investment Consultant<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">Lastly, once you&#8217;ve selected an investment consulting firm, here are some tips for working effectively with your OCIO.<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Define your expectations. <\/b><span style=\"font-weight: 400;\">Clearly explain your needs, including the scope of services, deliverables, and timelines.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Maintain communication.<\/b><span style=\"font-weight: 400;\"> Keep in touch to ensure that you and your OCIO are aligned on goals and strategies. This can help avoid misunderstandings and ensure that your practice stays on track with your objectives.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Consider suggestions. <\/b><span style=\"font-weight: 400;\">The best OCIOs want your practice to succeed, long-term. So, stay open to constructive input, should it be offered. Remember that their experience could be invaluable for honing your services.<\/span><\/li>\n<\/ul>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Provide feedback<\/b><span style=\"font-weight: 400;\">. Provide regular, constructive feedback to your consultant on their performance and the impact of their recommendations. This can help them adjust their strategies and services toward your needs.<\/span><\/li>\n<\/ul>\n<p><a href=\"https:\/\/cornerstoneportfolioresearch.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\"><strong>Cornerstone Portfolio Research<\/strong><\/span><\/a><span style=\"font-weight: 400;\"> is ready to exceed your expectations; not your budget.\u00a0<\/span><\/p>\n<p><a href=\"https:\/\/cornerstoneportfolioresearch.com\/contact-us\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\"><strong>Contact<\/strong><\/span><\/a><strong> <a href=\"https:\/\/cornerstoneportfolioresearch.com\/contact-us\/\">us<\/a><\/strong><span style=\"font-weight: 400;\"> to learn more about our fiduciary investment solutions, Reg-BI compliance assistance, and more.<\/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>As an independent advisor, you\u2019re always on the lookout for ways to enhance the value your practice provides to clients while keeping costs under control. With high inflation, occasional market instability, and a possible 2023 [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":905,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[17,15,14,9],"class_list":["post-903","post","type-post","status-publish","format-standard","hentry","category-consulting","tag-investment-consulting","tag-investment-research","tag-ocio","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>Investment Consulting Services: Your Affordable Answer -<\/title>\n<meta name=\"description\" content=\"With inflation raging &amp; a likely 2023 recession inbound, gaining ground with your practice isn\u2019t easy. Investment consulting may be the answer\" \/>\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\/consulting\/investment-consulting-services-your-affordable-answer\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Investment Consulting Services: Your Affordable Answer -\" \/>\n<meta property=\"og:description\" content=\"With inflation raging &amp; a likely 2023 recession inbound, gaining ground with your practice isn\u2019t easy. Investment consulting may be the answer\" \/>\n<meta property=\"og:url\" content=\"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/\" \/>\n<meta property=\"og:site_name\" content=\"Cornerstone Portfolio Research\" \/>\n<meta property=\"article:published_time\" content=\"2023-05-08T18:10:27+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-05-18T17:30:54+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/cornerstone-may-blog-1-investment-consulting-image-1.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"344\" \/>\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=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/\",\"url\":\"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/\",\"name\":\"Investment Consulting Services: Your Affordable Answer -\",\"isPartOf\":{\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/cornerstone-may-blog-1-investment-consulting-image-1.jpeg\",\"datePublished\":\"2023-05-08T18:10:27+00:00\",\"dateModified\":\"2023-05-18T17:30:54+00:00\",\"author\":{\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/#\/schema\/person\/2b935e124781d666e9e27dbcec713d96\"},\"description\":\"With inflation raging & a likely 2023 recession inbound, gaining ground with your practice isn\u2019t easy. Investment consulting may be the answer\",\"breadcrumb\":{\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/#primaryimage\",\"url\":\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/cornerstone-may-blog-1-investment-consulting-image-1.jpeg\",\"contentUrl\":\"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/cornerstone-may-blog-1-investment-consulting-image-1.jpeg\",\"width\":800,\"height\":344,\"caption\":\"3D illustration of a dartboard and one blue dart over black background with the word solutions written many times and surrounding the target. Consulting or advice concept.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/cornerstoneportfolioresearch.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Investment Consulting Services: Your Affordable Answer\"}]},{\"@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":"Investment Consulting Services: Your Affordable Answer -","description":"With inflation raging & a likely 2023 recession inbound, gaining ground with your practice isn\u2019t easy. Investment consulting may be the answer","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\/consulting\/investment-consulting-services-your-affordable-answer\/","og_locale":"en_US","og_type":"article","og_title":"Investment Consulting Services: Your Affordable Answer -","og_description":"With inflation raging & a likely 2023 recession inbound, gaining ground with your practice isn\u2019t easy. Investment consulting may be the answer","og_url":"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/","og_site_name":"Cornerstone Portfolio Research","article_published_time":"2023-05-08T18:10:27+00:00","article_modified_time":"2023-05-18T17:30:54+00:00","og_image":[{"width":800,"height":344,"url":"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/cornerstone-may-blog-1-investment-consulting-image-1.jpeg","type":"image\/jpeg"}],"author":"Thomas Balis","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Thomas Balis","Est. reading time":"5 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/","url":"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/","name":"Investment Consulting Services: Your Affordable Answer -","isPartOf":{"@id":"https:\/\/cornerstoneportfolioresearch.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/#primaryimage"},"image":{"@id":"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/#primaryimage"},"thumbnailUrl":"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/cornerstone-may-blog-1-investment-consulting-image-1.jpeg","datePublished":"2023-05-08T18:10:27+00:00","dateModified":"2023-05-18T17:30:54+00:00","author":{"@id":"https:\/\/cornerstoneportfolioresearch.com\/#\/schema\/person\/2b935e124781d666e9e27dbcec713d96"},"description":"With inflation raging & a likely 2023 recession inbound, gaining ground with your practice isn\u2019t easy. Investment consulting may be the answer","breadcrumb":{"@id":"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/#primaryimage","url":"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/cornerstone-may-blog-1-investment-consulting-image-1.jpeg","contentUrl":"https:\/\/cornerstoneportfolioresearch.com\/wp-content\/uploads\/2023\/05\/cornerstone-may-blog-1-investment-consulting-image-1.jpeg","width":800,"height":344,"caption":"3D illustration of a dartboard and one blue dart over black background with the word solutions written many times and surrounding the target. Consulting or advice concept."},{"@type":"BreadcrumbList","@id":"https:\/\/cornerstoneportfolioresearch.com\/consulting\/investment-consulting-services-your-affordable-answer\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/cornerstoneportfolioresearch.com\/"},{"@type":"ListItem","position":2,"name":"Investment Consulting Services: Your Affordable Answer"}]},{"@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\/903"}],"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=903"}],"version-history":[{"count":4,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/posts\/903\/revisions"}],"predecessor-version":[{"id":914,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/posts\/903\/revisions\/914"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/media\/905"}],"wp:attachment":[{"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/media?parent=903"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/categories?post=903"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cornerstoneportfolioresearch.com\/wp-json\/wp\/v2\/tags?post=903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}