Institutional Services

Investment Consulting

Investment Consulting

While your Investment Committee maintains discretion for manager selection, Kyros Wealth Management is hired as a Non-Discretionary Consultant providing manager advice, investment reporting, and custody solutions.  

Asset Management

Asset Management

While your Investment Committee manages asset allocation, Kyros Wealth Management is hired as Investment Advisor responsible for manager selection, rebalancing, investment reporting, and custody solutions.

Outsourced-CIO

Outsourced-CIO

Your Investment Committee hires Kyros Wealth Management as an Outsourced-Chief Investment Officer responsible for all aspects of the investment process, including asset allocation, manager selection, investment reporting, and custody solutions.

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