Outsourced CIO - Pathstone

Outsourced CIO

We are built to provide you with only the services that you need. Leverage our comprehensive investment office to outsource all components or simply complement your existing investment offerings.

We have built a complete investment office inclusive of research, due diligence, unconstrained investment choices across asset classes. Our market dashboards further provide rigor for tactical decision making and access to exclusive solutions.

Pathstone’s “Chief Investment Office” has an in-house investment research team, exclusively dedicated to our investment strategy, manager search and selection, and ongoing monitoring and due-diligence. In addition, our Chief  Investment Office includes senior leadership and houses four vertical Investment Sub-Committees comprised of senior members of the research and advisor groups, as we believe that the integration brings a broad base of investment experience into the decision making and idea generation. The combination of this talent and depth of experience of so many of Pathstone’s team members into a “Chief Investment Office” is another example of our firm’s innovation and sets Pathstone apart from other advisory firms.


  • Full Advisory Solutions
  • Provide Strategic & Tactical Asset Allocation
  • Access to our proprietary Market Cycle Dashboards to support tactical changes
  • Craft Custom Asset Allocations
  • Manager Selection & Ongoing Due Diligence
  • Cooperation & Coordination with Existing Advisors & Managers
  • ESG Manager Due Diligence and Selection
  • Full suite of solutions across asset classes – passive, active and blended – customized for your Investment Policy Statement (IPS)
  • Support to address Board/Committee investment requirements and reporting

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In order to demonstrate how Pathstone can add measurable value to your specific circumstances, we have developed a methodology we call our Pathforward Process.  To begin, first help us understand you and your needs.

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Scottsdale, AZ

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Lakewood, CO

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Naples, FL

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Winter Park, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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New York, NY

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Austin, TX

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Alexandria, VA

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Bellevue, WA

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Seattle, WA

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Washington, DC

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