Based in Raleigh, NC, we provide Outsourced Chief Investment Officer services
and practice management consulting for fiduciary advisors.
 

as part of your team, we seek for the business to flourish with growth in aum,
revenues & happy hnw clients. growth and planning initiatives are top strategic priorities through: 

  • Goals-Based Wealth Management processes of Discovery, Planning, Strategy Implementation, and Supervision

  • interpretation and analysis of the factors driving capital market assumptions

  • proactive portfolio construction, remodeling, and risk management

  • assessment of unique investment reward and risk metrics

  • application of differentiated asset allocation frameworks

  • responsiveness to unique investment policy statements & inbound ideas

  • access to network of research, investment specialists, and wealth management tools

Please contact Empowered Portfolios at michael@empoweredportfolios.com or (919) 391-9232.