CIO SERVICES

Strategic Investment Leadership for Closely Held Businesses

As a business owner or executive, your focus is growth, operations, and people but your balance sheet tells another story. Between retained earnings, excess liquidity, and long-term planning, your company is making capital allocation decisions every day, intentionally or not.

We serve as your Chief Investment Officer, bringing institutional investment discipline to the corporate side of the wealth equation. From managing corporate assets to aligning business value with personal wealth, we help you make smarter, more intentional decisions with your capital.

man in a business meeting using an interactive screen while giving a presentation

WHAT WE OFFER

  1. Corporate Cash & Investment Strategy
    We design and manage tailored portfolios for excess liquidity and long-term reserves. Every investment plan is built around the business’s cash flow needs, risk tolerance, and time horizon.
  2. Capital Allocation Guidance
    From real estate acquisitions to internal reinvestment, we help owners and CFOs evaluate tradeoffs between business investment, liquidity, and shareholder value.
  3. Alignment Between Corporate and Personal Wealth
    We coordinate investment strategy across your business and personal financial lives, helping you plan for future liquidity events, diversify concentrated risk, and ensure the company supports, not complicates, your long-term goals.
  1. Governance and Oversight
    For growing businesses or family enterprises, we design investment policies, reporting systems, and oversight structures that bring clarity and accountability without creating new internal overhead.
  2. Transition and Liquidity Planning
    Whether you’re preparing for a future sale or transferring the business to the next generation, we help align your capital strategy with your exit goals and personal legacy.

WHO WE SERVE

Our CIO services are built for:

  • Closely Held Businesses with significant retained earnings or corporate liquidity
  • Family Enterprises looking to integrate business, personal, and generational wealth strategies
  • Entrepreneurs and Founders seeking financial clarity or preparing for capital events
  • Operating Companies in need of investment expertise without building out an internal CIO team

WHY IT MATTERS

Too often, business capital sits idle, gets deployed reactively, or fails to support the owner’s personal objectives. We bring discipline, structure, and strategy, helping you make the most of what you’ve built.

If your business is generating meaningful capital but lacks a dedicated investment framework, we’re here to help you take the next step forward with clarity and confidence.