Outsourced Investment Experts
You Can Trust
Sound investment advice ties a customer’s loyalty to you for years to come…but providing the level of service and insight necessary to support a robust investment offering can be complicated by today’s extreme market volatility and the limited amount of free time to properly analyze opportunities amidst the growing compliance and regulatory burdens.
There are so many things to consider when offering investment advice that require a deep level of expertise including:
- Asset Selection and Allocation
- Risk Management
- Portfolio Construction
- Tax Management
- Performance Monitoring
Do you have the in-house expertise or time to support these offerings in a competitive environment? Maybe the better question is…do you really NEED to support these kinds of services?
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Outsourced CIO Services Can Bolster Your Investment Offerings
What if we told you that you could leverage your staff and expertise while also offering a greater variety of services at a lower cost. Does that sound interesting? We would also add that this comes while lowering stress levels and gaining great focus and control on business execution items.
How?
By implementing the game-changing OCIO (Outsourced Chief Investment Officer) model.
Here’s how the OCIO model works…
You outsource your investment management responsibility to us but keep all your customer relationships for yourself. We will work with your customers under your brand name, so we appear to be one and the same.
We help you work smarter by offering customized investment advice that will help grow your customer’s accounts and differentiate your business from others providing model based portfolios.
By utilizing OCIO services, your business can access world-class financial expertise and specialized resources that may not be available to you internally. Utilize a full outsourced model or let us help guide you through the markets on a monthly or quarterly basis…as much or as little as you like.
At Timber Point Capital Management we provide actively managed, global multi-asset portfolios designed as solutions to specific client goals and objectives. And we have been doing so for over 30 years to both institutional and HNW clients.
Timber Point’s OCIO platform can provide a leverage point for independent advisors, family offices and other investment entities who outsource day to day investment management responsibilities while maintaining control over client relationships.
Most importantly, OCIO provides you more time to focus on the strategic growth elements your business deserves.
Experienced Investment Solutions Without the Headache
The Benefits of the OCIO Model to to You
- Simplify and differentiate your business model
- Customize your investment offering to client needs
- Leverage resources to focus on your greatest strengths
- More cost effective versus hiring dedicated investment staff
- Ease fiduciary and compliance burden
Why Timber Point Capital Management?
- Institutional quality investment process and risk management
- Highly experienced team has worked together for 15+ years
- Successful track record providing advisors with outsourced investment services
- Boutique firm with capability to offer direct client support
Timber Point’s Investment Solution
- Modular investment framework customizable to advisor’s client needs
- Global Multi-asset solution: equities, fixed income and alternatives
- Dynamically managed portfolios to anticipate secular and cyclical changes
- Cost effective and available on a wide range of custodial platforms
“Outsourcing the CIO role creates efficiencies that allow the advisor to focus on growing and managing his or her practice.”
David Cleary, CFA – Timber Point Capital Management, Founder & CIO