New York City

Flat-Fee OCIO Services for Advisors & Family Offices

The MarketDesk Outsourced CIO solution serves as a seamless extension of your team and expands your investment resources. You gain a long-term partner and retain complete control. 

Consolidate your

portfolio management,

asset class research,

and client insights

Financial Planning



Legacy Wealth Stack

Asset Allocation Models

ETF / Fund Research

Risk Management

Client Communication

Advertising / Marketing

Financial Planning



All-in-One Platform

From macro strategy to portfolio construction to client insights, our team specializes in the labor-intensive aspects of the investment process. MarketDesk allows you to focus your energy and time on servicing clients and scaling your practice.

Institutional Quality without Giving up Portfolio Discretion or Paying Basis Points

Most outsourced portfolio solutions require you to hand over discretionary authority and pay a fee based on your AUM. MarketDesk is built differently. You receive the same institutional quality analysis but maintain control.



White Label

Client friendly letters and presentations 

Pricing per firm



Starts at 5 paid users

Macro strategy, core ratings, and tactical.


Outsourced CIO

Starts at 5 paid users

Seamless extension of your team and internal resources

A Flexible Partnership

Subscribe to one or all of the MarketDesk capabilities 


Firms using MarketDesk solutions


Growth of our firm last year


Billion of clients' AUM


Robust solutions built for wealth management


Unwavering focus on client success

Put our strengths to work for you.

Learn how financial advisors, RIAs, and family offices are saving time, lowering costs, and increasing their asset allocation conviction with MarketDesk.