Small RIAs spend their time meeting with current and prospective clients, servicing existing clients, handling compliance, and keeping up with current technology. Such RIAs have limited time available to focus on investment management, research, due diligence, building, and monitoring asset allocation models, and spending hours meeting with investment wholesalers.
There are solutions to help meet your fiduciary needs to manage your clients’ investment portfolios. Outsourced Chief Investment Officer (OCIO) services from Malvern Capital Management provide a cost-effective solution for your investment needs. Your organization’s investment challenges are complex, and meeting your day-to-day and long-term financial commitments requires a financial partnership with an institutional caliber investment officer with a wide range of resources.
Our strategic asset allocation modeling, overall approach to investment management and thoughtful, objective-driven process help to ensure you receive the investment advice and portfolio solutions that best serve your client’s goals.
5 Great Valley Parkway Suite 226 Malvern, PA 19355