Services

Collaboration Leading to Greater Efficiency and Profitability

How VCIO Dimensions Supports Your Practice

Time spent with clients and prospects is your most valuable asset.  When you have more time to nurture existing relationships or to reach out for new engagements and referrals, your practice grows.  When the flow of consultative client interactions is interrupted to search for and produce scheduled written content when you feel pressure to create talking points addressing unexpected market developments, the efficiency of your practice suffers.  Most advisors prefer to spend time on the most productive activities:  those producing revenue and profits.  VCIO Dimensions can relieve you of tasks that are not the best and most profitable uses of your time.  Confident, consistent support will free you to devote the maximum time to growing practice revenue and profits.

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INITIAL

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ONGOING

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ON-DEMAND

INITIAL SERVICES

As part of our Initial Evaluation of your Investment Solutions for clients, we will conduct extensive Discovery leading to a written report detailing any suggested improvements to your existing Portfolio Design Process.

  • Regression and factor analysis of existing models
  • Confirm or calculate model Expected Return and Standard Deviation
  • Evaluate fixed income allocations
  • Weighted Expense Ratio analysis to ensure lowest cost
  • Correlate Performance Benchmarks with models
  • Review existing Investment Plan, IPS and 2nd opinion documents
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ONGOING SERVICES

Consistent Bi-weekly, Monthly, Quarterly and Annual deliverables to augment client communications and to support thought leadership within the firm.

  • Regression and factor analysis of existing models
  • Confirm or calculate model Expected Return and Standard Deviation
  • Evaluate fixed income allocations
  • Weighted Expense Ratio analysis to ensure lowest cost
  • Correlate Performance Benchmarks with models
  • Review existing Investment Plan, IPS and 2nd opinion documents

Consistent Client Communication

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Bi-Weekly
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Monthly
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Quarterly
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Annual

ON-DEMAND SERVICES

Efficiently and consistently support unscheduled client communication issues.

Experienced support to help onboard new advisors or to audit the philosophy and deliverables of a potential acquisition.

  • Advance or post major event client ready communications
  • Prepare/review content for group client events
  • New advisor coaching/rehearsal to communicate DFA story to clients and prospects
  • Audit Portfolio Design Process and deliverables of potential acquisitions
  • Support in production of institutional proposal documents/positioning
  • Available to participate in client meetings as firm’s CIO
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Preview Our Services

Download a Work Sample

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