Allocator Solutions

The firm operates as an outsourced chief investment officer and turnkey asset management platform (TAMP) provider. It designs, monitors, and rebalances multi-asset model portfolios for financial advisors and smaller institutions who lack dedicated in-house investment staff. Rather than selling proprietary products, it aggregates institutional-grade third-party strategies, negotiates favorable share classes, and overlays a governance and due diligence framework.

Allocator Solutions functions primarily as a manager-selector and portfolio constructor, not as a proprietary fund manager. It constructs portfolios using external managers across mutual funds, ETFs, SMAs, and registered alternatives. Where appropriate, it may build custom separately managed accounts for larger clients, but its core intellectual property is the asset allocation, manager due diligence, and ongoing risk oversight layer.

Model offerings generally span US and international equities, investment-grade and opportunistic fixed income, and an alternatives sleeve that may include private equity, private credit, real assets, and hedged strategies. Alts exposure is commonly delivered through interval funds, tender-offer funds, and other registered structures that accommodate the liquidity needs of wealth management clients.

The firm's services are aimed at independent financial advisors, registered investment advisors (RIAs), and wealth management practices that want to offer institutional-quality portfolios without building an investment team from scratch. It also serves smaller institutions — such as community foundations or mid-sized retirement plan sponsors — that need fiduciary-level portfolio oversight.

No. The firm operates as an overlay manager, interfacing with major custodial platforms to execute its portfolio models. Client assets remain on the custody platform selected by the advisor or institution. Allocator Solutions provides the investment management and rebalancing instructions, while the custodian handles trade execution, settlement, and safekeeping.