Outsourced CIO Services:
OmniVest Group’s CIO Tom Sowanick can provide outsourced CIO services to family offices and institutions. The scope of our service offering can be fully customized to serve the needs of the client. Services are typically charged on an hourly usage basis. Certain services can be offered at a monthly or quarterly negotiated fee.
Services can include:
- White-labeled macro-economic research
- Quarterly/ monthly conference calls
- Customized asset allocation plans
- Capital market analysis and assumption research
- Direct-dial connection to OmniVest Group LLC CIO for prop desk, or high-profile clients