Advisory firms often face a critical challenge: how to deliver institutional-level investment oversight without the cost and complexity of building an in-house CIO team. Without this guidance, firms risk inconsistent portfolio management, limited due diligence, and missed opportunities for growth.

JEDI Data Solutions bridges that gap by providing outsourced CIO services tailored to the needs of independent advisors and their clients. Our approach combines disciplined investment research, risk management, and portfolio construction with the flexibility to align strategies to your firm’s philosophy and client objectives.

The value is clear: advisors gain access to institutional-quality resources, broader investment insights, and scalable processes that strengthen their value proposition with clients. By outsourcing CIO responsibilities, firms can reduce operational burdens, maintain investment consistency, and focus more fully on client relationships and business growth.

With JEDI, advisors elevate their investment oversight without the overhead transforming their offering into a differentiated advantage built on clarity, confidence, and results.