Who Uses an OCIO? (S3 E11)

Who Uses an OCIO?
(S3 E11)

An OCIO, or Outsourced Chief Investment Officer, is becoming more and more commonplace with Advisors. But what exactly does that entail, who is actually using them, and what does that relationship look like? We break down: What does an OCIO actually do? How precisely...
The Perfect Record of a Breadth Thrust

The Perfect Record of a
Breadth Thrust

There are literally hundreds of data points that are injected into our technical trading systems. Each piece of data has its own story. The same data point can be used in a complex trading system as well as a very simple measure of the current market environment. For...
Why Advisors Need an OCIO

Why Advisors Need
an OCIO

5 Questions Advisors should know about OCIO services If you flashback thirty years ago there were very few institutional investment strategists available for financial advisors. Typically, these advisors would create their own asset allocation from a group of mutual...
What is a Bear Market?

What is a
Bear Market?

Now that we are in a bear market it’s important to understand what exactly defines a bear market. Before we dive in, I think it needs to be made clear that the conversations around defining bear markets are mostly academic. Typically, institutional money managers...