Outsourced CIO Services
A complete product and service bundle
Timber Point Capital Management looks to provide actively managed, global multi-asset portfolios designed as solutions to specific client goals and objectives.
Timber Point’s OCIO platform can act as a leverage point for independent advisors, family offices and other investment entities, turning over the day to day investment management responsibilities while maintaining control over client relationships and focusing on strategic elements of the entity’s business.
Below, Timber Point’s CIO discusses the OCIO offering and how it may be able to help you elevate your business.
Why Timber Point Capital Management?
• Institutional quality investment process and risk management
• Highly experienced team has worked together for 15+ years
• Successful track record providing advisors with outsourced investment services
• Boutique firm with capability to offer direct client support
Advisor Outsourced Benefits
• Simplify and differentiate your business model
• Customize your investment offering to client needs
• Leverage resources to focus on your greatest strengths
• More cost effective versus hiring dedicated staff
• Ease fiduciary and compliance burden
Timber Point’s Investment Solution
• Modular investment framework customizable to advisor’s client needs
• Global Multi-asset: equities, fixed income and alternatives
• Dynamically managed portfolios anticipate secular and cyclical changes
• Available on a wide range of custodial platforms
“Outsourcing the CIO role creates efficiencies that allow the advisor to focus on growing and managing his or her practice.”
David Cleary, CFA – Timber Point Capital Management, Founder & CIO
For more information on Timber Point Capital Management Outsourced Chief Investment Officer Services, download the presentation or request more information by completing the form below.
Presentation
Overview of Timber Point Capital Management
Outsourced Chief Investment Officer Services,
Process, and Guidelines.
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Karol Krucinski, CFA is a Director of Portfolio Management at Timber Point Capital Management and Fortis Capital Advisors where he co-manages investment strategy implementation and portfolio construction while leading the firm’s Direct Indexing platform and trading oversight. His client work encompasses developing customized portfolio solutions and analysis of complex investment scenarios including concentrated positions and tax-sensitive transitions. Karol’s experience spans quantitative analysis, portfolio optimization and risk management across diverse asset classes.
Kirsten Stainer has extensive experience managing institutional and private investor relationships while structuring and leading capital formation efforts across both debt and equity strategies. In addition to her experience in real estate, Kirsten has led Series A and B raises at Founders Fund and Battery Ventures backed startups and scaled enterprise revenue streams with teams at JPMorgan Chase and Clearwater Analytics.
Manish Shah, J.D. has decades of experience investing across the capital stack and various alternative investment classes. He has served as a principal and manager of numerous real estate investments, including control equity, preferred equity, mezzanine and senior debt investments. His prior experience includes the turnaround of a publicly traded company (acquired NYSE: EMR) where he was responsible for business and real estate acquisitions and divestitures.