An Investment Office For Financial Advisors
Portfolio Analysis Proposals & Reviews
Investment Policy
Guidance & Compliance
Model Management & Investment Strategy
We know client meetings can can come at all hours. Have the power to update client reviews and proposals in your hands, instantly.
Analyze client portfolios from the application. Advisors can automate client reports and update client investment strategies in just a few clicks.
GoCIO Investment Officers are experienced multi-asset class managers who go through the rigorous training to become Chartered Financial Analysts
Our Approach
Our approach to working with financial advisors focuses on making your practice more efficient.
We can help advisors automate investment processes from research to client proposals.
GoCIO does not earn money on investment products or AUM.
Our experts stand by to provide actionable advice on portfolio construction with an objective opinion.
ACTION
DATA
TRUST
AUTOMATION
No 3rd Party AUM Fees
GoCIO Mobile App
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Prospect Proposals
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Client Reviews
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Advisor Model Portfolios
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Client Data Aggregation
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GoCIO Asset Allocation Models
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Quarterly Economic Data
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Up to 100 Households
In Beta
Advisor Consultant
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GoCIO Mobile App+
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GoCIO ETF Models
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Asset Class Product Reviews (Funds/ETFs/SMAs/SPs)
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Tactical Allocation Alerts
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Dedicated Messenger Channel
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Up to 250 Households
In Beta
Chief Investment Officer
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Advisor Consultant++
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Full Investment Strategy and Product Due Diligence
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Custom Reports/Indicators
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Dedicated CIO (Client Calls/Webinars/Events)
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Unlimited Households
Call For Pricing
LINKS
ABOUT
SOCIAL
The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Almeida Investment Management LLC (referred to as “Almeida Investments”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.
Almeida Investments does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Almeida Investments be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Almeida Investments] or an Almeida Investments authorized representative has been advised of the possibility of such damages.
In no event shall Almeida Investment Management LLC have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.
CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Almeida Investments. The Chartered Financial Analyst Designation is trademarked and owned by CFA Institute.
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