CIO Complete operates as an independent investment consultant supporting other financial advisors, registered investment advisors, and independent broker-dealers. CIO Complete offers services including model portfolio construction and maintenance, due diligence documentation, investor portfolio analysis, individual equity portfolios, economic commentary, and market research. CIO Complete does not manage individual investor portfolios directly, execute trades, or hold discretionary authority over client accounts. The firm specializes in utilizing various investment vehicles such as mutual funds, fixed income securities, real estate funds, exchange-traded funds, commodities, and private placements to assist advisors.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.