OCIO Services for Financial Advisors

Free Advisor Playbook

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What's Included?

Advisor Resources to Save Time & Costs 

Client Communication

Market Talking Points

Latest Macro Views

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Quarterly Checklist

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Model Portfolios

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No Email Required.

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.

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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.

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Quarterly Checklist
 

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
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Who We Serve

MarketDesk is trusted by 100+ wealth management teams across 31 states

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+100

Firms using MarketDesk solutions

+76%

Growth of our firm last year

$24

Billion of clients' AUM

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Robust solutions built for wealth management

0%

Asset or AUM Management Fees

Learn More

Choose an option below to learn more about MarketDesk

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Download Full Packet

FAQs, Model Portfolios, Talking Points, Latest Macro Views, Client Communication, and the Quarterly Checklist

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Free 14-Day Trial

Complimentary access to the MarketDesk portal to see current and past insights.

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Demo / Ask Questions

Have questions? Our team is happy to walk through the platform and answer your questions.