Outsourced Chief Investment Officer

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Outsourced Chief Investment Officer

Savings
20% Discount on Fee Schedule
  • Description
  • Advantage
  • Benefits

An Outsourced CIO solution allows the RIA to gain from specialized investment expertise while also creating efficiencies to spend more time growing and managing his or her business.

Timber Point’s OCIO solution provides RIA’s with an institutional quality investment process and risk management framework which utilizes our investment team’s experience and expertise accumulated over the past 20+ years managing global, multi-asset portfolios at some of the world’s most well-respected investment management firms. Timber Point provides a differentiated investment approach inclusive of alternatives and global investing that is a customized, comprehensive and cost-effective solution for RIA’s and their clients. As part of their OCIO “solution” approach, Timber Point offers direct access to the investment team as well as superior sales and marketing materials and professional guidance to help the RIA on his/her journey to starting, growing, or maximizing the value of their business.  

Advantage

Exclusive benefits available only to Chalice Network members:

  • 30-minute introductory call with our investment team to discuss the TPCM OCIO solution
  • Join our weekly investment strategy call to gain market insight
  • 20% Discount on Fee Schedule

Benefits

The key benefits of Timber Point’s OCIO product offering:


  • Access to long-tenured, successful institutional investment team working together since 2004
  • Institutional quality investment process and risk management framework
  • Differentiated investment offering from your competitors inclusive of alternatives and global investing
  • Superior sales, marketing, and client service materials
  • Greater client satisfaction and retention
  • Comprehensive, cost-efficient solution for advisors and their clients
  • Increased franchise value from scalable investment framework