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.
Our team maintains +30 active ratings on core asset classes. You receive access to the full library of supporting research.
The investment research drives model construction. Our team provides monthly commentary and performance updates.
You receive white label materials to communicate key insights to current and prospective clients.
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).
asset class research,
and client insights
RIA Building Blocks
ETF / Fund Research
Advertising / Marketing