CIO Services

Wealth Strategist Partners works to generate substantial, lasting financial impact to meet the investment goals of our clients.

As CIO, WSP typically designs and oversees a comprehensive investment management program for a client’s total investable assets.

Your CIO is a senior investment professional.

Each CIO has more than 25 years of professional investment management and research experience across a wide range of asset classes and market cycles. Each also has a long-term, proven track record of adding value to complex taxable investment portfolios.

Your CIO is dedicated to portfolio management and performance for only a handful of clients. 

We begin each client relationship working with you to crystallize your long-term investment return, cash flow, and risk objectives within the context of your total family enterprise.  We build deep and detailed understanding of your needs and customize the implementation accordingly.   Your CIO is a professional investor and your primary contact at WSP.

We work with you to build your complete wealth management infrastructure: execution, administration, and discipline-specific expertise.  

We provide investment management strategy, direction, recommendations, and oversight. We regularly confer with - and can coordinate - your family office, trustees, major custodians, investment consultants, accountants, and lawyers.  Our goal for you is a process that is effective, secure, fairly priced and built with appropriate checks and balances.

WSP’s investment strategies, like all investment strategies, involve the risk of loss. Past performance is not indicative of future results.