Managed services

Outsourced investment management services for RIAs of all sizes.

Features

Investment solutions for your clients, a more efficient practice for you.

 

Portfolio rebalancing

We handle the tech, you handle the business.

Trade operations

Implementation of portfolios in client accounts at your custodian.

Tax management

Our team can effortlessly help your clients defer taxes via harvesting.

Back-office operations

Operating support for all account service requests.

Billing administration

Comprehensive reporting and fee billing based on your schedules.

Model strategists

An array of portfolio offerings to help manage any client need.

Why outsource with RedBlack?

Flexible, consultative, and capable

We offer an array of managed models and handle the trading, rebalancing, reporting, billing and more on your behalf.

All managed on top of RedBlack's leading wealth technology platforms.*

* WealthManagement.com 2024 Industry Awards Winner for Cloud-based Multi-custodian Rebalancing and Trading Solution 

Maintain control

Choose from an array of model strategists or bring your own and then decide how those models will be implemented.

You set the strategy, we implement.

Our experts are here to give advice upon request, but you stay in the drivers seat.

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Flexibility

Use and pay only for the services you need.

No need for back-office support? No problem.

Choose the support that fits your business needs and leave the rest.

 

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Potential cost and time savings

You became a financial professional to help others reach their financial goals, not to spend hours bogged down in back-office tasks. 

Let us handle some of the non-client facing work so you can spend more time with clients during office hours and your friends and family when you're off the clock.

No need to buy more technology or hire more people. Outsourcing investment management to experts at RedBlack can save you overhead.

 

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Uninterrupted service for your clients

Your clients' portfolio management won't be interrupted when you go on vacation or a team member leaves your business.

Getting new team members onboarded can lead to more work for you and potential interrupted service for your clients.

Avoid the interruption with RedBlack's managed services.

 

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Realize scale, even for small firms

Access strategies, custodians, and expertise that would normally take large AUM years to achieve.

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Disclaimers

Intelliflo Advisers Inc. (the legal entity we operate under) has been an SEC registered RIA since 2008. 

RedBlack is an indirect, wholly owned subsidiary of Invesco Ltd.

Invesco models are offered through Invesco Advisers, Inc.

Intelliflo Advisers Inc. does not offer tax advice. Please consult your tax advisor for information regarding your personal tax situation.

For Registered Investment Advisors use only.

Not sure if outsourcing is right for you?

Our team can walk you through the potential benefits
of outsourcing investment management.