Institutional

Netherby’s AdvisorWorks platform provides small- and mid-sized Bank & Trust companies, Family Offices and Registered Investment Advisory firms the ability to offer an institutional-quality investment solution without the challenges and costs associated with building and maintaining a similar capability in-house, significantly enhancing quality, efficiency and time to market.

Netherby can augment existing expertise or provide turnkey investment management.  This structure provides our institutional clients with the time and resources to focus on other mission critical items — building and maintaining stronger client relationships or engaging new prospects.

Netherby Institutional provides comprehensive outsourcing capabilities including Sub-Advisory, Outsourced Chief Investment Officer (OCIO) and Defined Contribution fiduciary and advisory services.  In a recent article in Investment News, approximately one third of advisers outsource investment management activities, including portfolio management, portfolio construction and the management of specialized or alternative investment asset classes (Investment News, January 8, 2018).

With our Institutional Sub-Advisory framework, we make investment management simple – allowing your firm to focus on building and maintaining strong client relationships.  Outsourcing the CIO function provides robust investment expertise without the cost of an internal team.

Investment Services            Fiduciary Services            Outsourced CIO           Research
 Why Outsource?