Make a Deal Sora Shimazaki

We offer independent advisors and advisor teams outsourced Chief Investment Officer services. If you have a busy practice and would like to focus on servicing your clients rather than selecting investments and creating portfolios, we can help! Our CIO Bozidar Jovanovic has extensive experience with building portfolio strategy function from the ground up. We can customize approach to your needs:

  • Create manager selection lists
  • Build and manage model portfolios
  • Create optimized custom portfolios
  • Market Newsletter

Our goal is to guide you to the best possible outcome for your situation.

Practice Areas


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