CIO Intelligence Suite | Quantelligence by ACQM

What Changes

What Having a CIO Behind You
Actually Means for Your Practice.

The CIO Intelligence Suite isn’t just a research subscription. It’s a structural change in how your practice operates — and how it competes.

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. 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

Clients with advisors who have a structured, explainable investment process are significantly less likely to panic or redeem during difficult markets. 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 done.

Everything Included

Complete Access. One Flat Annual Fee.

The CIO Intelligence Suite gives you access to every research and strategy capability Quantelligence offers, bundled into a single subscription. Here is 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 implementation guidance for 60/40 and diversified portfolios.
All 40+ model portfolio strategies — Complete access to the full Quantelligence strategy library across all four categories (Core, Compliance-Lite, Tax-Efficient, and ETF) and all five risk tiers, including all future additions and enhancements.
Sector outlook and factor strength ratings — Monthly regime-aware ratings across equity sectors and investment factors, paired with a dynamic allocation implementation framework for sector rotation and diversified factor exposure portfolios.
Custom strategy builder with backtesting — A composition tool that lets you blend ACQM’s existing model strategies with a curated selection of ETFs to construct a custom allocation tailored to a specific client mandate, risk constraint, or investment objective — then run quantitative backtesting analytics to evaluate how that blend has historically behaved before a single client dollar is committed.
Investment Planner — Goal-based retirement planning built on the actual historical return profile of each Quantelligence strategy. Project whether a specific strategy will fund a specific client’s retirement — accounting for income needs, savings rate, time horizon, and contribution schedule — using real strategy return histories rather than generic asset class assumptions. Generates client-ready PDF reports you can use directly in planning conversations.
Adaptive Direct Indexing — A direct indexing implementation of the S&P 500 with built-in tax-loss harvesting, sector concentration controls, and a regime-aware defensive sleeve that adjusts exposure as the Macro Regime shifts — giving clients the personalization and tax efficiency of direct indexing without sacrificing the systematic discipline behind every Quantelligence strategy.
Monthly Macro-Market Regime Outlook Report — A deep-dive monthly publication covering the current regime assessment, macro 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.
Direct Access to the CIO — Schedule 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 — so you always have an informed perspective behind your client-facing decisions.

Why It Works

Systematic. Purpose-Built. A Fraction of the Cost.

The process is systematic, not subjective — Every strategy, signal, and research output Quantelligence delivers is grounded in a quantitative, rules-based framework — not a portfolio manager’s conviction call. 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. Quantelligence was designed for 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.
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.

“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.

Where This Fits

Tier 3 of Three.

The CIO Intelligence Suite is the complete Quantelligence platform in a single subscription — your Virtual CIO Office, combining everything in Market Intelligence and Strategy Intelligence with the research, planning, and advisory tools that define institutional-grade practice.

Tier 3 — CIO Intelligence Suite

$20,000

per year

Everything in Market Intelligence and Strategy Intelligence, plus the Systematic Edge research reports, factor and sector ratings, client-ready commentary, advisor education calls, the Investment Planner (retirement projector, goal-based planning, Monte Carlo, stress-testing), the discretionary strategy blending tool, and adaptive direct indexing with built-in tax-loss harvesting.

Ready to Run an Institutional-Grade
CIO Office Behind Your Brand?

Schedule a call with our CIO to discuss how the CIO Intelligence Suite fits your practice — and what it takes to get started.

Your CIO Office.Without the Headcount.

What Having a CIO Behind YouActually Means for Your Practice.