Outsourced CIO Subscription

Flat-Fee Partnership Built for Wealth Managers & Family Offices
 
The MarketDesk Outsourced Chief Investment Officer ("OCIO") solution serves as a seamless extension of your team and expands your investment resources. You retain custody and discretionary control. 

Portfolio Construction

MarketDesk's independence ensures that our interests are 100% aligned with yours — we sell no products and have no AUM fees or hidden agenda.

The ETF asset allocation models are constructed based on current MarketDesk ratings across U.S. equity, credit, and international markets. The
Core Series is our most straightforward model portfolio series and uses diversified, low-cost equity and fixed income ETFs. The Tactical Series combines MarketDesk's core ratings with targeted tactical tilts to generate additional outperformance and manage risk.

In addition to ETF models, MarketDesk offers five quantitative
stock model portfolios: Focused U.S. Large Caps, Focused U.S. Small Caps, Focused Dividend, Enhanced Momentum, and Active ESG Opportunities.

MarketDesk ETF & Stock Models

Tax Efficient
Low-Cost ETFs
Risk Management
Easy-to-Implement
No Added Basis Point Fees
Monthly Commentary

OCIO Models.png

Download MarketDesk's OCIO Models
ETF & Stock Portfolios

Established Investment Process

Evidence-based investing rewards facts, not opinions. Instead of basing decisions on recent trends or “expert” opinions, our team focuses on historical data, leading indicators, and statistical probabilities to guide core asset allocation ratings and idea generation.

Fundamentals
Evidence Based Investing
Statistics
History

Why Partner with MarketDesk

Clients expect more from their advisors today. How do you meet their increased expectations? MarketDesk OCIO streamlines your investment process and free up time.

globe.png

Portfolio Benefits

 

  • ​Increased Conviction in Allocations

  • Rigorous Portfolio Construction

  • Enhanced Risk Management

evidencebased.png

Operational Benefits
 

  • Retain Custody & Portfolio Discretion

  • Expand your Capabilities

  • More Time for Client-Facing Activities
     

MarketDesk Quantitative Research.png

Flat Fee Structure
 

  • Pricing Based on Seats, Not AUM

  • Consistent Pricing as You Grow
     

How Clients Use Us

MarketDesk OCIO is an easy-to-implement solution with a three-step workflow. Download the Quarterly Checklist to see a roadmap of activities related to portfolio management and growing your practice when you partner with MarketDesk.

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.

QuarterlyChecklist.JPG
Quarterly Checklist

Put our strengths to work for you.

Learn how wealth managers and family offices are saving time, lowering costs, and increasing their asset allocation conviction with MarketDesk.