MarketDesk is the first flat-fee Outsourced CIO built specifically for wealth management teams and family offices. Founded in 2019, our mission is to provide wealth managers the tools to make their advisory practices more efficient. Our solutions span investment research, asset allocation and portfolio construction, and white label insights for use in client communication and marketing.
Our approach to research and portfolio strategy is centered around evidence-based investing. Instead of basing decisions on near-term trends or “expert” opinions, our team focuses on historical data, leading indicators, and statistical probabilities to guide core asset allocation ratings and tactical idea generation. This quantitative overlay rewards facts, not opinions, and allows MarketDesk to simplify an often complicated market narrative.
If your firm is part of the growing majority looking for a solution that allows you to streamline your investment process and refocus on growth, MarketDesk is here to help. Schedule a conversation with our founders to learn more.
Full Suite including Model Portfolios
Access to the full suite of MarketDesk solutions, including model portfolios, key talking points, and calls with our strategists.
Prebuilt, Client-Friendly Communication
Upgrade your communications strategy to save time, increase client engagement, and grow your practice with client letters and webinars.
Helping Guide Asset Allocation
Leverage our team's expertise and receive access to the full library of research, including macro strategy, core ratings, and ETF ideas.