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.
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
No Added Basis Point Fees
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.
Evidence Based Investing
Click samples to view rationale
View Recent Allocation Insights
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.
Increased Conviction in Allocations
Rigorous Portfolio Construction
Enhanced Risk Management
Retain Custody & Portfolio Discretion
Expand your Capabilities
More Time for Client-Facing Activities
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.
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.