New York City

Flat-Fee OCIO Subscription for Wealth Managers & Family Offices

The MarketDesk Outsourced Chief Investment Officer ("OCIO") solution serves as a seamless extension of your team and expands your investment resources. You retain custody and discretionary control. 

Consolidate all

of your research,

asset allocation,

and client insights

Financial Planning

Custodian

CRM

Legacy Wealth Stack

Asset Allocation

ETF / Fund Research

Risk Management

Client Communication

Prospect Marketing

Financial Planning

Custodian

CRM

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.

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$250/quarter

White Label

Client friendly letters and presentations 

Pricing per firm

$600/quarter

Research

Starts at 5 paid users

Macro strategy, core ratings, and tactical.

$825/quarter

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 

+100

Firms using MarketDesk solutions

+76%

Growth of our firm last year

$21

Billion of clients' AUM

3

Robust solutions built for wealth management

1

Unwavering focus on client success

Put our strengths to work for you.

Learn how wealth managers and family offices are saving time, lowering costs, and increasing their asset allocation conviction with MarketDesk.