Outsourced CIO Solutions
FlowPoint’s OCIO platform can act as a leverage point for independent advisors, family offices, and other investment entities. We collaborate on the appropriate approach for your clients, enabling you to turn over the day to day investment management responsibilities. You maintain control over client relationships and focusing on strategic elements of the entity’s business.
For our partner firms, the FlowPoint OCIO platform looks to provide:
- Operational leverage
- Diminished compliance burden
- Investment expertise across asset classes and styles
- Dynamically managed asset allocation and portfolio construction
- Robust risk management and ongoing oversight
- Investment thought leadership through co-branded commentaries, outlooks etc
Our dynamically managed, systematic, multi-asset approach balances specific client goals and objectives with market opportunities across global equities, debt, and alternative investments. Our integrated process of asset allocation, risk management, and portfolio constructive provide clients with a comprehensive investment solution in a transparent and efficient separate account package.
Outsourced CIO Platform Benefits
Closing the virtuous circle
1. Eases the RIA’s fiduciary burden
FlowPoint creates a pool of diverse strategies designed to satisfy 100% of client allocation needs
2. Simplification
Concentrated portfolios perform better and reduce clutter on client statements; most RIA’s over-diversify
3. Low-cost all-inclusive platform
No fee approach enables the RIA to retain margins
4. Customization
Possible with every client – FlowPoint has the ability to mimic or reproduce any index should clients so desire
5. Time savings
FlowPoint is continuously evaluating other managers and strategies – frees the RIA from diligence burdens to focus on gathering assets
6. Marketing support
FlowPoint’s staff of macro-economists and portfolio managers will create collateral material needed for client support and marketing
A Complete Product and Service Bundle
We can build you a CUSTOMIZED global investment platform that is designed to meet a wide range of investor needs so you can focus your attention on growing and managing your business.
Core Strategies
Broad, global strategies designed to meet any and all client suitability requirements
Customized Products
FlowPoint can create any type of customized product to meet any type of client request – from income portfolios not subject to duration risk, to a portfolio of private Limited Partnerships
Support
With a macro-economist on staff, FlowPoint will create collateral materials needed to support any manner of client communications
Execution
We have a full-service trading desk that can handle all middle and back-office functions so you don’t have to – we take the headache off your hands
Enabling a Focus on Core Competencies
Outsourcing the CIO role creates efficiencies that allow the RIA to focus on growing and managing his or her practice.
Portfolio Management
FlowPoint creates the differentiated and high-performing strategies that set you apart from your competitors
Diligence Screens
We run multi-manager strategies now and have a massive database of evaluations on other managers and strategies – let us do the screening for you
Networking
Outsourcing is an access trade – plug into our network to get access to managers, strategies, and securities not available to other RIA’s
A Customized, Comprehensive Investment Platform
Diverse products allow for the construction of differentiated portfolios not offered by your competitors
SMA’s
Directional high-beta strategies
Mutual Funds
Volatility management tools to balance SMA exposure
Private Funds
Non-correlated absolute return opportunities
Custom Strategies
Targeted goal-specific solutions