“CIO in a box”: At a glance

“CIO in a box”: At a glance

CIO in a box: At a glance

CIO in a box gives wealth managers the investment capacity & expertise via a simple subscription. They can have their own asset allocation models, portfolio review for their clients and access to investment ideas & straetgies created by an experienced team.

  • Tactical Allocation
  • Investment Ideas
  • Portfolio reviews
  • Independent research

What are the benefits

  • Adding expertise / man power
  • Sounding board to the partners
  • Optimizing internal cost structure
  • Independent and impartial
  • Establishing high conviction views