Outsourced CIO and Investment Consulting Services

This document is a guide detailing AITC's Outsourced CIO (OCIO) and investment consulting services aimed at small and mid-sized bank trust departments and registered investment advisors (RIAs). The objective is to provide a comprehensive suite of investment solutions to enhance competitiveness against larger organizations. AITC offers a fiduciary-based process, a dedicated investment professional, and a high-touch service model. The guide outlines key service components including portfolio modeling, periodic market commentary, and administrative support. It emphasizes the use of third-party investment databases and technology, along with access to buy and sell-side research. AITC aims to integrate closely with client operations, fostering long-term relationships while applying fiduciary standards to asset oversight. The document also mentions the flexibility in asset management solutions and the potential for introducing additional investment services to increase revenues.