Boutique CIO

Boutique CIO has deep expertise in portfolio management, asset allocation, security selection, and manager research and due diligence – covering equity, real estate, private equity, fixed income, and hedge funds. With decades of investment management experience, our team offers discretionary portfolio management covering equity, fixed income, long-short equity, option hedging, and thematic strategies. The firm also provides investment strategy, market research, investment committee management, and outsourced Chief Investment Officer (OCIO) solutions to advisors and planners, through the Boutique CIO ecosystem. Our approach to portfolio management and investment strategy focuses on fundamental analysis, factor-based modeling, technical signals, and top-down macro drivers.