OUTSOURCED CIO
OCIO Services
Investment advisors can leverage SMArtX Advisory Solution’s Outsourced CIO Services to construct customized investment portfolios consisting of managers on the SMArtX platform. Our Chief Strategist will discuss investment objectives with each advisor and help to create suitable, custom solutions for their client base.
Our OCIO Services can also expand their offering to include advisor-created portfolios, conference calls, webinars, and in-person meetings.
TAMP Platform