Briarcliff Manor, NY March 8, 2021 – Timber Point Capital Management and Concorde Investment Services are pleased to announce a new partnership whereby Timber Point will offer Concorde financial advisors access to its Outsourced Chief Investment Officer (OCIO) investment solution. This partnership will bring the strength of Timber Point’s experienced investment team, process and holistic sales and marketing support to Concorde’s community of independent RIA’s and other investment fiduciaries.
Drew Jackson, President of Concorde Investment Services added, “We are pleased to partner with Timber Point Capital Management and to offer their OCIO solution to our financial advisors. Timber Point has a long track record of success providing customized investment solutions to institutional clients and we believe their pedigree, investment track record as well as personalized service and support will be a true value add investment solution for our financial advisors to bring to their clients.”
Timber Point provides global multi-asset investment solutions that can be customized to satisfy customer financial objectives and risk tolerances. Timber Point’s founder and CIO, David Cleary, spent 20 years at Lazard Asset Management where he was the Global Head of Fixed Income and Portfolio Manager for the $1+ bln AUM Lazard Capital Allocator Series. Timber Point Capital Management was founded in early 2020, SEC registered in March 2020.
David Cleary, President and CIO of Timber Point Capital Management commented, “We are extremely excited to partner with Concorde Investment Services and bring our OCIO investment solution to their advisors. Our OCIO solution has met with tremendous initial acceptance as it brings a tried-and-true institutional quality investment team, process and risk management to the independent RIA marketplace. Our differentiated investment approach, inclusive of global investing and alternatives, is designed to meet a broad range of client risk/return mandates over various economic and market regimes. Further, we provide sales and marketing support as well as client service materials that provides the independent RIA with a holistic solution to help grow his or her business. ”
Timber Point and Concorde Investment Services believe that the benefits of Timber Point’s OCIO investment solution for the independent financial advisor are multi-fold and include:
Institutional quality investment expertise resulting in a differentiated offering from competitors
Meaningful time savings and cost efficiencies as well as increased client satisfaction
Increased capacity for the independent RIA to grow AUM
Increased Franchise Value from a scalable investment framework
About Timber Point Capital Management
Timber Point Capital Management, LLC (TPCM) is an employee owned, New York based, boutique asset management firm that provides global multi-asset investment solutions to a wide range of clientele. Formed in January 2020, TPCM was named investment advisor to three liquid alternative mutual funds in the M360 Trust in April 2020. The key employees of the firm have successfully worked together on multi-asset investment solutions for over 15 years, primarily at Lazard Asset Management. In addition to OCIO solutions and fund management, Timber Point manages separate account portfolios on behalf of institutions and high net worth investors. You can find more information on our website at www.timberpointcapital.com and a recent article on the firm’s launch can be read by clicking here.
To contact Timber Point Capital Management please contact:
Patrick Mullin, Head of Sales and Marketing
pmullin@timberpointcapital.com
phone: 914.645.7745
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