"We provide education, advice, and analysis to our clients, helping them to manage their portfolios in a disciplined fashion, maintaining and growing wealth over time."
Chairman and Chief Executive Officer, Managing Partner
Outsourced Solutions
Outsourced Solutions is CTC’s customized offering specifically for multi-family offices and investment advisors. This service offering includes:
- Access to CTC’s research and consulting professionals
- CTC’s intellectual capital including CTC’s investment strategy research (Asset Class Valuations, Market Environment and Flash reports), white papers and research briefs
- CTC traditional manager research and monitoring
- Access vehicles for alternative investments
- Asset allocation analysis and performance reporting for model portfolios
- Investment policy and implementation plan templates
Outsourced Solutions clients have the flexibility to use these services in different combinations and a la carte, depending on the advisor’s needs. CTC helps its Outsourced Solutions clients deliver cost effective solutions to their clients by passing on CTC’s negotiated fees and account minimums for investment managers whenever possible. In addition, CTC offers co-branding to its Outsourced Solutions clients on several of its investment strategy reports.