The Outsource CIO Solution
For advisors interested in a complete investment solution to complement their advisory practice, consider the Outsource CIO Solution. This may include advisors that have historically supported the investment process internally, or advisors that have been completely uncoupled from the investment provider for their clients.
Logia’s Outsource CIO Program includes all of the elements advisors need for a high-quality investment program. The program capitalizes on the latest technology and outstanding partnerships to deliver value throughout the investment chain.
The Outsource CIO Program enables advisors to focus on their core competency, and build client relationships with the knowledge that their client’s investment needs are not compromised.
Outsource CIO Program: Summary of Benefits to Advisor - and their Clients
| Feature | Benefit |
|---|---|
| Model Management |
Asset allocation models constructed and maintained by a dedicated investment team using well-established models for forward looking capital market assumptions. |
| Product Management |
Access to a roster of investment managers that are vetted through a sophisticated investment process administered by a specialized institutional consulting team. |
| Program Management |
A broad range of investment options to serve clients based on their unique size, objectives and tax circumstances. |
| Portfolio Construction |
Efficiently designed portfolios based on analysis of manager styles. Attention to unique, real-life client circumstances that require customization. |
| Portfolio Rebalancing |
Process that actively manages client portfolios using resources that intelligently trade-off risk and cost for each client portfolio. |
| Workflow Management |
A proven back-office process, fully integrated to facilitate efficiency and reduce cost, and tools that support the sales process, and facilitate seamless implementation and full documentation of client objectives. |
