Boutique Cio
Boutique CIO has deep expertise in portfolio management, asset allocation, security selection, and manager research and due diligence – covering equity, real estate, private equity, fixed income, and hedge funds. With decades of investment management experience, our team offers discretionary portfolio management covering equity, fixed income, long-short equity, option hedging, and thematic strategies. The firm also provides investment strategy, market research, investment committee management, and outsourced Chief Investment Officer (OCIO) solutions to advisors and planners, through the Boutique CIO ecosystem. Our approach to portfolio management and investment strategy focuses on fundamental analysis, factor-based modeling, technical signals, and top-down macro drivers.
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Verified contacts
3
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LinkedIn employees
6
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
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Monthly traffic
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organic / mo
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Decision-makers and verified team members
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Top roles at Boutique Cio
3 distinct titles indexed · top 3 shown.
- 1equity valuation and credit analysis analyst
- 1investment analyst
- 1senior equity analyst ai strategist
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