CIO Office Research — For Independent Advisors & RIAs Under $300M AUM

What changes when you have a CIO behind you

• Your investment process becomes defensible at any scale. Many independent advisors don't have the time or infrastructure to build, test, and maintain a rigorous investment process and when markets get difficult, that gap shows. CIO Office gives you access to deep portfolio analytics, quantitative research, and systematic oversight at a fraction of the cost of an in-house team. Your process is no longer a liability; it's a differentiator.

• You compete with firms ten times your size. Your clients compare you to billion-dollar wealth management firms with entire investment departments. CIO Office lets you present sophisticated, quantitative strategies, regime-aware portfolio management, and institutional research depth without the headcount. The gap closes.

• Volatile markets become conversations, not crises. In uncertain markets, clients with advisors who have a structured, explainable investment process are significantly less likely to panic or redeem. CIO Office gives you the research, the narrative, and the client-ready materials to have confident conversations not reactive ones when conditions get difficult.

• More time with clients. Less time on portfolios. Running a small RIA means wearing every hat simultaneously. CIO Office removes the portfolio research and strategy maintenance burden from your plate, so the hours you were spending on investment process can go toward deepening relationships, prospecting, and growing your practice with full confidence that the investment work is being executed with institutional discipline.

The full CIO Office bundle — everything included, flat fee

CIO Office gives you access to every research and strategy capability ACQM offers, bundled into a single subscription. Here's exactly what that includes:

• ✅TMRRO monthly signal— The full Tactical Macro-Market Regime Risk Overlay: Equity Market Regime Risk rating (Bullish or Bearish), asset class ratings (Overweight, Neutral, or Underweight), and with implementation guidance for 60/40 and diversified portfolios.

• ✅All 40+ model portfolio strategies— Complete access to the full ACQM strategy library across all four categories (Core, Compliance-Lite, Tax-Efficient, and ETF) and all five risk tiers, including all future additions and enhancements to the library.

• ✅Sector outlook and factor strength ratings— Monthly regime-aware ratings across equity sectors and investment factors, paired with a dynamic allocation implementation framework for both dynamic sector rotation and diversified factor exposure portfolios. Extends the TMRRO logic to the sub-asset-class level.

• ✅Custom strategy builder with backtesting— Access to a composition tool that lets you blend ACQM's existing model portfolio strategies along with a curated selection of ETFs to construct a custom allocation tailored to a specific client mandate, risk constraint, or investment objective. Rather than building from scratch, you're mixing proven, already-regime-aware building blocks and then running quantitative backtesting analytics to evaluate how that custom blend has historically behaved across different market environments before a single client dollar is committed. The result is a bespoke strategy grounded in the same systematic framework as the ACQM model library, adapted to your client's specific situation.

• ✅Quarterly Macro-Market Regime Outlook Report— A deep-dive quarterly publication covering the current regime assessment, forward economic and market conditions, and updated strategy positioning guidance across the ACQM model library.

• ✅Client-ready investment strategy materials— White-labeled commentary, positioning narratives, and allocation rationale you can use directly in client communications, newsletters, and meeting preparation. Every piece is written to be shared under your brand.

• ✅Quarterly all-advisor webinar— A live group session reviewing strategy performance, the current regime outlook, and implementation guidance. Recordings provided for your team to reference.

• ✅Up to 4 adhoc CIO calls per year— Scheduled direct calls with ACQM's CIO to discuss portfolio strategy questions, regime positioning, or implementation considerations specific to your practice.

• ✅Timely responses to investment strategy questions— Written answers to your questions on investment approach, strategy positioning, and regime application.

Why the ACQM CIO Office Research works?

The process is systematic, not subjective. Every strategy, signal, and research output ACQM delivers is grounded in a quantitative, rules-based framework, not a portfolio manager's conviction call or a macro narrative that shifts with sentiment. That discipline is what makes the process defensible to clients, repeatable across market cycles, and documentable for compliance.

Built specifically for advisors under $300M AUM. Large-firm CIO infrastructure was designed for large-firm economics. ACQM was designed for the opposite: practices where the advisor is also the investment decision-maker, the relationship manager, and the business owner and where every dollar of overhead has to justify itself. The pricing, the deliverables, and the access model reflect that reality.

A fraction of the cost of the alternatives. An in-house CIO or investment analyst runs $150,000–$300,000+ annually before benefits, technology, and data subscriptions. A traditional TAMP charges AUM-based fees that compound against your margin as you grow. ACQM's CIO Office is a flat annual fee with institutional-quality process, without the institutional cost structure.

Less time on portfolios. More time on the work that grows your business. The research, strategy construction, regime monitoring, and client narrative preparation that currently consumes your investment hours gets handled. What you get back is time in front of clients, capacity for new relationships, and the confidence that the investment process running behind your brand is rigorous, current, and consistent.