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outsourced cio services

Wealthspire Advisors Launches Outsourced CIO Services

In the News
New York, July 7, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor, today announced the launch of their Outsourced CIO services to RIAs serving sophisticated clients. Smaller advisor firms are now able to engage Wealthspire Advisors for customized investment services, including due diligence, investment product selection and other forms of case support. Outsourced CIO clients will receive a customized suite of research support based on firm goals and needs. They will also have access to key tools, including routinely updated model portfolios, capital market assumptions, manager due diligence, and case support for large clients and prospects. Clients…
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feeding america

Wealthspire Advisors Announces Donation to Feeding America

In the News
New York, June 23, 2020 – Wealthspire Advisors, an NFP company and independent investment advisor, announced today that it recently made a donation of over $28,000 to Feeding America, the U.S. hunger relief organization. Wealthspire made the donation as part of its COVID-19 response campaign. “Food insecurity has been exacerbated by COVID-19 in communities across the country, and this donation will help to support the ongoing fight against hunger,” said CEO Mike LaMena. “I am immensely proud of our team’s generosity. As individuals and as a company we’ve shown we are committed to making a positive impact on our local…
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