Practical Investment Consults – Professional OCIO Services

Professional, Innovative and Collaborative Framework

“Do what you do best, outsource the rest”- Peter Drucker

Practical Investment Consulting (PIC) has your best interests in mind

With over 20 years of experience, PIC will ensure you always get the best guidance.

Expert Financial Support

Brings decades of proven industry expertise in driving our investment approach.

Investment Industry Expertise

Our Services

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Investment Management

Portfolio Management

Investment Operations

Vendor and Manager Due Diligence

Market Research

Risk Management

Communication Support

PIC’s goal is to build practical investment solutions for our clients. We collaborate with our clients by offering them flexibility and independence to focus on what matters most to them - their client relationships and growth.

Media

2017 Market Insights on CBS 46 TV

International Stock Investing on CNBC

Dow Touches 20,000 on AJC

CFA Institute and PIC Webinar:

Practical Investment Consulting (PIC) co-hosted a webinar with CFA Institute, India on trends in the CIO world.

Fed Raising Rates on Radio 106.7

'Talking Money' program on 94.5 WGTK The Answer

PIC thanks, Mike Miller, PlanFirst, from 'Talking Money' Radio program on 94.5 WGTK The Answer in the Upstate of South Carolina for the opportunity to be a guest on 2018's 1st show of the year.

We discussed 2018 Market Insights and what investors should look for given the new tax plan among other money matters.

Hong Kong

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Are You...

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Are you running mile a minute managing your client relationships, financial planning and managing investment strategy?

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Are you looking to reduce costs and focus on client relationships?

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Are you looking for flexibility while keeping investment discretion?

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Are you looking to expand your investment department to include CFAs without incurring the cost of a full-time staff?

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You have heard about behavioral investing and are not sure about how it can benefit your firm?

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Are you looking to build due diligence processes for your third-party managers?

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Are you looking for timely investment insights, blogs and newsletters customized for your firm’s clients?

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Do you need an independent evaluation of your prospect’s investments?

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Do you need an unbiased opinion on your current investment strategies?

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Are you looking for professional investment support in pitching for new business?

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You have a unique investment area not covered above and you are looking for a professional opinion.

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Are you staying awake worrying about new regulations and how your firm’s processes abide by them? What you like an independent evaluation?

PIC can partner with you in creating tailored practical solutions that add value to your firm.

What Industry Experts Say

…during her tenure we tripled our assets under management…dramatically increased capacity of our investment process and team…incredible work ethic…willing to do whatever it takes to get the job done…takes job personally…dedicated to doing an outstanding job….

David Geller, CEO, RIA

…Making the complex simple is what matters…You do that well…
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M LEWYN, CEO, Strategic Liquidity Services, RIA

…will guide you with her in-depth investment industry knowledge, she identifies issues and provides solutions on diverse aspects of investment management, risk management, and portfolio administration….her investment compliance knowledge, money manager due diligence processes, ability to negotiate contracts and deals with vendors/money managers / custodians and her utmost professionalism…

Susan D, EVP and Chief Compliance Officer, RIA

…holistic approach to investment management, fulfills responsibility, including a personal dedicated and attentive engagement…thorough understanding of the investment industry…grasp of various investment opportunities available…being a professional plus having an ethical work standard and providing full transparency that exceeds expectations…

C. B Gray, CFP, VP and Shareholder, RIA

Meet our team

John Doe

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