Personalized OCIO Services
Financial planners have to wear so "many hats" when building a practice? Finding clients, creating financial plans, designing insurance, researching investments, etc.
Balancing these responsibilities can be tough. Working more hours, creating workflows, and hiring an assistant can be part of the solution. But finding help on the investment management side can be daunting.
financial advisors provide greater value to their clients and Can grow more quickly by utilizing outsourced partnerships to leverage the experience and expertise of others.
And that's what I do as a CFA, I help advisors with the investment management portion of their practice so they can focus their time on what they do best and enjoy most.
Most TAMPs, a common solution, provide pre-determined models for a fee based on AUM, e.g. 30 bps. AFI offers financial planners custom CIO services catered to your practice on a low cost FLAT FEE Subscription basis. The flat fee option allows advisors to control costs and it saves their clients money. This can make a big difference to returns over time.
While TAMP pre-determined models can be beneficial, financial advisors often need more.
What if a client emails and wants some advice on a random stock?
What if you want to focus on dividend paying companies?
What if you like some things about the TAMP models but not others?
AdaptFirst CUSTOMIZES investment solutions to your practice’s need for $1250/month.
AFI Services low cost flat fee OCIO Services include options such as -
Consulting Calls with Charles Freeman, CFA, EA (monthly at a minimum)
Investment Research
Strategy Development
Macro Research
Position and Allocation Monitoring
Model Construction
…. and more