Personal CIO (Chief Investment Officer) Service
It's time for a fresh approach
Consumers of all types of products and services are migrating from stale and unattractive offerings to new ones that offer higher quality, are more sustainable, and that their providers care about. This is just starting to happen with investment services which have been slow to adapt to changing consumer needs as many legacy firms struggle to manage old business practices and IT platforms.
Consumers of all types of products and services are migrating from stale and unattractive offerings to new ones that offer higher quality, are more sustainable, and that their providers care about. This is just starting to happen with investment services which have been slow to adapt to changing consumer needs as many legacy firms struggle to manage old business practices and IT platforms.
A changing paradigm for investment services
The investment landscape is changing and so too are the needs of investors. Different conditions will demand a different playbook and the most successful investment firms of the next 30 years are likely to look a lot different from those of the past 30 years.
The investment landscape is changing and so too are the needs of investors. Different conditions will demand a different playbook and the most successful investment firms of the next 30 years are likely to look a lot different from those of the past 30 years.
Old paradigm
Performance Risk exposure Wealth accumulation Justify AUM growth |
New paradigm
Outcomes Risk mitigation Wealth preservation Manage capacity growth |
Lisa Shallet, Bank of America, CFA Society of Philadelphia High Net Worth Conference, 12/1/2011
Our plan for a better future: More benefits
We believe there are significant opportunities to improve the delivery of high level investment expertise such that you can receive more benefit from it.
Expertise
In the ordinary course of actively managing money, we evaluate the markets, the economy, expected returns, potential risks, and a whole slew of other factors in order to get the most out of what the market has to offer. We express our conviction by investing our own money alongside that of our clients. With the Personal CIO service, you can benefit from this research and insight without having to commit to a portfolio management relationship.
Conflicts of interest
The value of investment insights can be severely compromised when they are coordinated with efforts to sell other products or services. Our goal is simple: We just want to share our expertise in order to help you invest better.
Accessibility/bundling
Most investment expertise comes bundled with other services that charge on the basis of assets under management. We believe you should have direct access to high-level investment expertise on an as-needed basis just like you have access to doctors and attorneys.
Are there investment issues you would like to learn more about?
Let us help!
We believe there are significant opportunities to improve the delivery of high level investment expertise such that you can receive more benefit from it.
Expertise
In the ordinary course of actively managing money, we evaluate the markets, the economy, expected returns, potential risks, and a whole slew of other factors in order to get the most out of what the market has to offer. We express our conviction by investing our own money alongside that of our clients. With the Personal CIO service, you can benefit from this research and insight without having to commit to a portfolio management relationship.
Conflicts of interest
The value of investment insights can be severely compromised when they are coordinated with efforts to sell other products or services. Our goal is simple: We just want to share our expertise in order to help you invest better.
Accessibility/bundling
Most investment expertise comes bundled with other services that charge on the basis of assets under management. We believe you should have direct access to high-level investment expertise on an as-needed basis just like you have access to doctors and attorneys.
Are there investment issues you would like to learn more about?
Let us help!
©2023 Arete Asset Management | See our Disclosures