INSIGHTS FROM ADAM GORLYN Adam Gorlyn is an investment management professional hired by Fountainhead to consult on its alternatives investing approach as we continue to enhance our OCIO services and offerings. Alternative investments provide a myriad of potentially valuable benefits for investors, balanced with a cost of complexity and illiquidity. In a series of articles, […]
Advisor Insights
EMPOWERING FINANCIAL PLANNERS: HOW AN OCIO ENHANCES AN RIA’S VALUE PROPOSITION
Registered Investment Advisor (RIA) firms whose primary value proposition is providing comprehensive financial planning services have an opportunity to significantly transform their business by partnering with an Outsourced Chief Investment Officer (OCIO). Such a partnership can help an RIA expand the scope of its services, enhance its value proposition, and gain the time to expand […]
ADVANTAGES OF HIRING AN OCIO OVER AN IN-HOUSE CIO: ELEVATING INVESTMENT MANAGEMENT FOR RIAS
As a Registered Investment Advisor (RIA) firm begins to build and grow, one of the many significant decisions they face is whether to hire an in-house Chief Investment Officer (CIO) or engage with an outsourced option, such as an Outsourced Chief Investment Officer (OCIO). In making such a decision, a key consideration is how the […]
THE DOWNSIDES OF AN RIA MANAGING THEIR OWN PORTFOLIOS
What RIAs are Risking by Self-Managing Client Portfolios As a Registered Investment Advisor (RIA), providing investment management of client portfolios is a critical component of your value proposition. However, handling your own portfolios comes with both benefits and challenges. While some RIAs may prefer the control and autonomy of managing investments in-house, there are significant […]
LEVERAGING STRATEGIC PARTNERSHIPS TO BOLSTER YOUR RIA BUSINESS
As a Registered Investment Advisor (RIA), delivering exceptional financial advice and services to your clients is paramount. However, growing and scaling your RIA business, while maintaining a high level of client satisfaction, can be a challenging task. The most effective way to address these challenges is by forming strategic partnerships. These partnerships can enhance the […]
EMBRACING OUTSOURCING: A TRANSPARENT CONVERSATION WITH YOUR CLIENTS
As a financial advisor, your primary goal is to provide the best possible service to your clients, ensuring their financial well-being, helping them achieve their goals, and lessening their financial anxieties. To achieve this, you must wear many hats, including that of the investment manager or portfolio manager. However, in today’s complex and ever-changing financial […]