Outsourced Chief Investment Officer Services
Capital Market Consultants, Inc. is a research consulting firm exclusively serving the outsourced Chief Investment Officer (OCIO) needs of financial advisors. Our clients outsource various Chief Investment Officer services to us in order to speed the development of their investment advisory offering, enhance the consistency of documenting their ongoing fiduciary service (to comply with regulatory requirements) and to improve the quality of their investment decision making. We offer high quality, customizable, repeatable services at a fraction of the overall cost of self-manufacturing. We combine decades of experience with a unique set of skills and resources to deliver practical business solutions. Each CMC client receives personal attention and a service arrangement customized for their business.
Our business-to-business service arrangements are determined by the needs of our clients and can include: