Outsourced CIO Services

Overview

Our Outsourced CIO Services

A complete product and service bundle

Outsourcing the CIO role creates efficiencies that allow the RIA to focus on growing and managing his or her practice.

Let Crow Point build you a you a CUSTOMIZED global investment platform that is designed to meet a wide range of investor needs so you can focus your attention on growing and managing your business.

→ Core Strategies

→ Customized Products

→ Support

→ Execution

Platform Benefits

Focus on your core competencies

Crow Point’s differentiated and high performing investment strategies will set you apart from your competitors.

Proprietary multi manager solutions and manager database lets us do the screening for you and saves you time

Outsourcing provides you with greater access – use our network to gain access to managers, strategies, and securities not available to other RIA’s.

  1. Eases RIA’s fiduciary burden – CPP creates a pool of diverse strategies designed to satisfy 100% of client allocation needs. Crow Point is continuously evaluating other managers and strategies – frees the RIA from diligence burdens to focus on gathering assets.
  2. Low cost all-inclusive platform – Cost savings from money management services can be applied to other RIA business line items.
Services

Core Strategies

Global strategies across asset classes designed…SMA’s, Mutual Funds, ETF Allocation Strategies, Private Funds – Crow Point can do it all!

Customized Products

A diverse product offering constructed into specifically tailored portfolios providing your RIA practice with a competitive advantage

Crow Point can create any type of customized product to meet any type of client request – from fixed income portfolios not subject to duration risk, to domestic and global equity or a portfolio of private L.P.’s.

Support

Fully accessible support and service staff, including two macro economists, ready to to support you with any client communication

Execution

We have a full-service trading desk that can handle all middle and back office functions so you are free to grow and manage your RIA practice.

More Information

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