Bespoke solutions for advisers
No two adviser's practice are the same. There is no reason why services should be off the shelf.
Monthly Letter
A monthly letter focusing on top-down allocation themes and views that resonate with clients. Thought provoking views on but not limited to policy, portfolio positioning, geopolitics. Henry shares lessons learned from being responsible for investing multiple billion dollar portfolios and through cycles.
Weekly Call
Monday morning forward looking update with the adviser in mind.
While generally refraining from advocating for specific securities or trades, this is the most granular of the work produced, citing upcoming data, earnings, or macro events that could impact positioning.
Real Time Access
Professional subscribers are able to contact us through email, and we will respond to requests or questions as soon as possible.
Those who seek fractional CIO services may look to this as the next best thing to the fixed cost of a permanent CIO.
In Person
Fractional CIO clients are entitled to in person support, when schedules and logistics permit.
Clients may desire input at an investment committee meeting, or utilize us for client events or speaking engagements.
We are here to support you.
Monthly and Weekly Periodicals.
Delivered every first week of the month (Monthly) and others (weekly), we aim to capture a broad view of the economy and markets in an approachable way. Essential reading to respond to clients' topical questions, this is offered at every tier of service.
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