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Our Firm

About Us

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.

 

Our Services

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.

 

Who We Serve

MarketDesk is trusted by wealth management teams in over 29 states

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+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

Our History

Since our founding in 2019, MarketDesk has consistently focused on growing and improving our service offering in order to be a collaborative partner to wealth managers.

August 2019
MarketDesk launches as an independent research firm offering institutional-quality resources to wealth managers

December 2020 
Stock Model Portfolios launch to allow RIAs to easily manage custom client equity sleeves

August 2021 
The new client portal launches to house the latest research, white label materials, and OCIO resources

March 2020
White Label Insights launches to provide RIAs prebuilt letters and webinars for use in client communication

May 2021
MarketDesk partners with its 100th wealth management firm

September 2021
MarketDesk launches the first flat-fee Outsourced CIO built specifically for wealth managers and family offices

Put our strengths to work for you.

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