Choosing a provider
What a TAMP actually is, how to evaluate one, what your stack costs today, and the questions that predict every other answer.
Buyer's guide
How to evaluate a TAMP →
Twelve questions to ask everyone on your list, and the one that predicts all the others.
Category
Outsourced or in-house? →
The comparison most firms build is missing its largest line — and it is not software.
Category
TAMP or OCIO? →
Both outsource investment management, and they are built for entirely different firms. Choosing wrong is a scale mistake.
Cost
What does the client pay? →
Each cost is disclosed. The sum almost never is — and the sum is what they pay.
Category
What is a TAMP? →
The word covers four different arrangements. Firms shopping for one routinely buy another.
Cost
What your stack costs →
Most firms have never seen the total on one page. Here is how to total it properly.
Providers
Changing outsourcing providers →
Firms stay with an underperforming provider for years because the move looks harder than the problem.
Providers
Who owns the client relationship? →
The question every advisor asks about outsourcing and rarely out loud.
Providers
How to check a provider's references →
The provider picks the references, the call takes eleven minutes, and you learn nothing.
Commitment
What you take when you leave →
Thirty days, full history, composites, billing files. In writing.
Questions? Ask them directly — that is what the twenty minutes is for.