49: The Outsourced CIO Model

Over the past decade, and accelerating rapidly in the last few years, the so-called “outsourced Chief Investment Officer” model for delivering financial advice has grown very rapidly. In the experience of many advisors, client requests for discretionary advice now outnumber client requests for more traditional non-discretionary advice. The purpose of this paper is to define what an outsourced CIO model is, identify why it has become so popular, distinguish its advantages and disadvantages relative to non-discretionary advisory services, and suggest how investors might think about choosing between the two models.

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