Outsourced Chief Investment Officer
At CapRidge, we partner with financial advisors and planners to deliver tailored investment solutions. As your strategic investment resource, we leverage our expertise to build sophisticated strategies that rise above conventional mass-market solutions.
Our core-satellite approach optimizes asset allocation by integrating traditional core investments with specialized satellites that leverage our expertise in diversified credit and alternative solutions. This combination effectively balances risk and return, providing a well-rounded investment strategy tailored to your clients' needs.
Partnering with us empowers you to concentrate on growing your business while we handle the complexities of investment management. This allows your clients to receive the highest level of service and expertise, enhancing your value proposition and strengthening your relationships.
Specialized Services
Collaboration and Education
We prioritize regular collaboration and continuous education, keeping you informed and engaged in your investment journey. Our partnership is built on transparency and trust, ensuring you have the insights necessary for informed decision-making.
Investment Strategy Design & Development
Our comprehensive approach blends customized methodologies with regular evaluation. Whether you need strategic advice or full portfolio management, our framework is centered on a risk-based, total portfolio approach.
Sourcing & Expertise
Access unique and growing opportunities across the diverse landscapes of credit and alternatives. Our expertise enables us to identify innovative solutions and design portfolios that offer simplified access with greater transparency.
Sub-Advisory Services
Our sub-advisory solutions offer portfolio management services with optional white-label capabilities, enhancing your investment offerings while maintaining your brand identity. Leverage our expertise to access sophisticated investment strategies without the need to build and manage your own team, reducing cost and saving time.