WELLthPro Outsourced CIO for Financial Advisors

Save Time, Money, and Level Up Your Investment Services

WELLthPro’s Virtual Chief Investment Officier (CIO) service provides best-in-class portfolio construction, investment due diligence, and proposal generation services for Registered Investment Advisors (RIAs) and Investment Advisor Representatives (IARs) with between $20-$250 million in assets under management.

A Dedicated Chief Investment Officer

Enhance firm credibility with a Chartered Financial Analyst (CFA) on your team offering best-in-class investment solutions and customizations.

Cost-Savings

We estimate an average 1-3 person RIA can save between $50,000 and $200,000 per year versus outsourcing to a Turnkey Asset Management Program (TAMP).

Time-Savings

We help you reclaim your time by handing investment due diligence, portfolio construction client/prospect proposals, and economic commentaries.

Get Excited, Not Anxious About Your Investment Offering

Many financial planners view investment management as a critical, yet time and resource-consuming function of a successful advisory firm. Such planners may understand investments, but lack the expert level knowledge of a dedicated Chief Investment Officer with CFA credentials. Moreover, hours spent on research, legacy asset integration, and strategy development take time away from high-value financial planning and relationship development/management activities. Most advisors are left with three choices.

Self-manage the investments, even if it means having to limit potential company growth or risking making a bad investment decision.
Outsource to a TAMP, which is an excellent choice for smaller firms, but percentage of AUM fees stack up as assets grow.
Hire a dedicated CIO, which comes with a +$225,000/year price tag as well as headaches of managing employees.

Our Services Include:

WELLthPro - The Money-Saving, Client-Winning Solution

We estimate the average small to mid-size RIA can save between $50,000-$200,000 per year versus other options. WELLthPro clients enjoy access to cutting-edge investment strategies that combine the best of academic literature with our own award-winning methods and algorithms. Our strategies stand toe-to-toe, and even outclass much of what the big banks and brokers (your competitors) have to offer.