Outsourced Chief Investment Officer (OCIO)

SMArtX offers OCIO solutions to help advisors create custom portfolios for all their clients. Our Chief Investment Strategist will work with each firm to build and manage a set of customized asset allocations based on the parameters set forth by the advisor.  Portfolios can range across strategies, account sizes, and risk/reward levels to provide an appropriate and suitable solution for each client that can be deployed at scale across an entire book of business.

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