top of page
How Advisors Work with MarketDesk
MarketDesk OCIO Services are a seamless extension of your team and expand your firm's resources. You gain a long-term partner at a fraction of the cost of a new employee. From macro strategy to asset allocation to crafting client insights, our team specializes in the labor-intensive aspects of portfolio management. MarketDesk allows you to save time and refocus your energy on growing your practice.
1
2
3
Extensive Research
Our team maintains +30 active ratings on core asset classes. You receive access to the full library of supporting research.
Model Portfolios
The investment research drives model construction. Our team provides monthly commentary and performance updates.
Client Insights
You receive white label materials to communicate key insights to current and prospective clients.
Anchor 1
About Our Firm
Founded in 2019, our mission is to provide wealth managers with institutional tools to make their advisory practices more cost and time efficient. MarketDesk is an independent firm, ensuring that our interests are 100% aligned with yours — we sell no fund products and have no AUM fees.
Our flat-fee subscriptions include Research Tools (asset allocation), OCIO Services (portfolio construction), and White Label Insights (client communication and marketing).
Consolidate your
portfolio management,
asset class research,
and client insights
Financial Planning
Custodian
CRM
RIA Building Blocks
Portfolio Construction
ETF / Fund Research
Risk Management
Client Communication
Advertising / Marketing
Financial Planning
Custodian
CRM
Established Investment Process
Our investment approach 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.
Statistics
Evidence Based Investing
History
Fundamentals
Who We Serve
MarketDesk is trusted by 100+ wealth management teams across 31 states
+100
Firms using MarketDesk solutions
+76%
Growth of our firm last year
$24
Billion of clients' AUM
3
Robust solutions built for wealth management
0%
Asset or AUM Management Fees
Learn More
Choose an option below to learn more about MarketDesk
1
Download Full Packet
FAQs, Model Portfolios, Talking Points, Latest Macro Views, Client Communication, and the Quarterly Checklist
2
Free 14-Day Trial
Complimentary access to the MarketDesk portal to see current and past insights.
3
Demo / Ask Questions
Have questions? Our team is happy to walk through the platform and answer your questions.
bottom of page