WHAT WE DO
INSOURCED INVESTMENT TEAM
Anfield Capital tailors our services to your unique needs. No two clients of ours are alike. We start with a collaborative approach where we engage with our clients to design an “insourced” investment team based on your requirements and expected outcome. Your team can add Anfield experts:
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Chief Investment Officer, Chief Global Strategist, Chief Macro Economist
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Head of Portfolio Management, Portfolio Managers, Strategists and Traders
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Head of Portfolio Risk & Analytics, Investment Analysts, Credit Analysts
Talk to us about your investment management needs.
Anfield’s flexibility and close partnership with our clients allows us to create customized solutions and white-labeled offerings. We deliver on all points of the investment solutions continuum.
WE DELIVER PEOPLE
NOT PAPER.
With our insourced investment team, we deliver experts to our clients, not just a paper strategy. Our team partners with you to provide:
TEAM EXPANSION
Members of your insourced team carry your titles, emails and business cards.
INVESTMENT COMMITTEE
We form an investment committee with you, giving you the option for input
on strategy.
ECONOMIC FORECASTING
Monthly economic and market updates, so you always
stay current.
MARKETING
Marketing and communication materials created for your clients with your brand.
COLLABORATIVE INVESTMENT SOLUTIONS
We customize our service to fit your needs. Our clients tend to fit in three broad areas in the investment management solution continuum. We collaborate with you to create the best investment solution. We build upon what you have started.
INVESTMENT MANAGEMENT SOLUTIONS
OPTION I
RESEARCH
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Risk management advice is given and portfolio allocations are provided, but no hands-on portfolio management takes place
OPTION II
ASSETS UNDER MANAGEMENT/ADVISORY
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Advisor fully adopts Anfield's Global Multi-Asset Strategies
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Marketing materials are shared
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Co-branded, private-labeled at the discretion of the advisor
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Advisor can trade accounts or Anfield can trade accounts
OPTION III
OUTSOURCED CIO / INSOURCED INVESTMENT TEAM
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Anfield investment team fully integrates with your practice; team, clients, new business and Advisor recruiting, website, etc.
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Majority of assets will now be managed by Anfield Capital with input from Advisor
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Third-party managers sourced and overseen by Anfield
TRUSTED PARTNERSHIPS
You've worked hard to build relationships with your clients. We help you increase the value you deliver to clients, helping retain these relationships.
Our partnership with you may be handled in various ways, at your discretion including co-branding and private label strategies.