Institutional Insight.
Advisory Scale.
Empowering Chief Investment Officers at wealth management firms with over $50 million in assets.
Bond Closed-End Funds
Build your vision.
Unlike institutional buy-side analysts and portfolio managers, if you’re the chief investment officer at a wealth management firm, you don't have the luxury of focusing 100% of your time on investments.
Wealth management CIOs are pulled in many directions, and building out a team of your own is expensive and time-consuming.
Champion CIO addresses this challenge—not by running your platform for you—but by giving you the tools to more efficiently and effectively bring your vision to life.
How it works
Equipping CIOs with institutional investment insights, optimized for advisory scale:
Disciplined long-term portfolio strategies
Timely security-specific updates
Clear view of today’s market risks, opportunities
White label client communication ideas
Start for Free
Get instant access to concentrated goal-focused data dashboards and timely market insights.
Get instant access to the Blue Harbinger Long-Term Capital Appreciation (LTCA) Portfolio (~25-30 holdings). Includes weights (long-term ratings), "buy-under" prices (near-term ratings), and exclusive top idea reports. Also includes all "Data Dashboards & Insights" as well as CIO Vantage (top-down views). Get top ideas for volatile markets.
Get instant access to Blue Harbinger Balanced High Income (BHI), including the BH High-Yield Portfolio (~20-25 holdings), including weights (long-term ratings), "buy-under" prices (near-term ratings), and exclusive top idea reports. Also includes Top Bond ETFs, all "Data Dashboards & Insights" as well as CIO Vantage (top-down views). Get steady high-income for volatile markets.
All Blue Harbinger™ content.
How it works
Equipping CIOs with institutional investment insights, optimized for advisory scale:
Disciplined long-term portfolio strategies
Timely security-specific updates
Clear view of today’s market risks, opportunities
White label client communication ideas
Start for Free
Get instant access to concentrated goal-focused data dashboards and timely market insights.
Get instant access to the Blue Harbinger Long-Term Capital Appreciation (LTCA) Portfolio (~25-30 holdings). Includes weights (long-term ratings), "buy-under" prices (near-term ratings), and exclusive top idea reports. Also includes all "Data Dashboards & Insights" as well as CIO Vantage (top-down views). Get top ideas for volatile markets.
Get instant access to Blue Harbinger Balanced High Income (BHI), including the BH High-Yield Portfolio (~20-25 holdings), including weights (long-term ratings), "buy-under" prices (near-term ratings), and exclusive top idea reports. Also includes Top Bond ETFs, all "Data Dashboards & Insights" as well as CIO Vantage (top-down views). Get steady high-income for volatile markets.
All Blue Harbinger™ content.
About
With a background in multibillion-dollar portfolio management, I left the institutional investments world to try my hand at entrepreneurship—and quickly learned of the wide gap between institutional capabilities and the resources available to everyone else.
After a few years of advising entrepreneurial asset managers on the benefits of institutional investment strategies, it became abundantly clear there is strong demand, need, and value for anyone who can bridge that wide gap. Champion CIO is my solution to that opportunity.
I provide structure, discipline, and clarity to portfolio strategy. Champion CIO is designed to keep you focused on the most important market risks and opportunities—helping you make better decisions in less time, while building an effective and scalable investment process.
With over 20 years of investment management experience, I hold an MBA from the University of Chicago Booth School of Business and a BS in Finance from the University of Illinois at Urbana Champaign.
Master the
Art of Investing
Welcome to our investing platform, where we provide expert insights and comprehensive resources to help you make informed financial decisions. Explore strategic opportunities tailored to your financial goals and take control of your financial future with confidence.
Master the
Art of Investing
Welcome to our investing platform, where we provide expert insights and comprehensive resources to help you make informed financial decisions. Explore strategic opportunities tailored to your financial goals and take control of your financial future with confidence.
Contact Us
Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!
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