What is an ‘outsourced CIO’?

By admin on July 7, 2017

An outsourced Chief Investment Officer (CIO) is a fiduciary adviser with legal accountability to protect your assets and advise you objectively about inherent opportunities and risks associated with various investment options.

Once you have established your investment goals, an outsourced CIO helps you determine how to deploy your assets, designs your investment portfolio to meet your needs and reflect your risk tolerances, and selects and monitors the professionals who manage the portfolio on a daily basis.

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