InstitutionalRigor.FlexibleEngagement.
Flexible Advisor Access to Institutional OCIO Depth
Markets Are More Interconnected, Faster-moving, and Less Forgiving Than Ever
“Portfolio construction now requires macro awareness, cross-asset fluency, and risk management under uncertainty”
“Advisors are expected to act institutionally — in near real time — without institutional resources”
The Traditional Structural Choice: Build or Fully Delegate
BUILD
- Requires full CIO-level expertise
- Difficult to scale
- High cost of infrastructure and talent
- Concentrated decision risk
FULLY DELEGATED
- Loss of direct control over allocation decisions
- Reduced flexibility
- Brand displacement
- Governance formalization before trust is established
The Traditional Spectrum
Full Internal
Full External
Neither extreme serves the modern independent advisor
WHAT WE BELIEVE
“Institutional capability should flex to the advisor — not force structural change”
Institutional capability works best when it supports the advisor's judgment — not substitutes for it.
We believe the most effective investment partnerships are built on trust, transparency, and a shared commitment to client outcomes — not on rigid structures that displace the advisor's role.
The TPCM Approach
OUR SOLUTION
Timber Point delivers OCIO depth without displacement
We provide independent advisors with institutional-grade investment capabilities that integrate seamlessly into their existing practice — enhancing outcomes without disrupting client relationships.
Why TPCM?
- Institutional quality investment process and risk management
- Highly experienced team with 100+ years combined experience
- Successful track record providing advisors with outsourced investment services
- Boutique firm with capability to offer direct client support
Institutional Portfolio Architecture
Endowment-level thinking across public and private markets — tailored to your client structure.
Scalable Investment Leadership
CIO-level depth without building a full internal team.
Modular Responsibility
Engage as consultant, partner, or fully integrated OCIO — evolving as needs change. Client RIA flexibility.
White-Label Partnership
Strengthen your client relationships, not replace them.
Operational Support
Allocation design, manager selection, tax awareness, trading, and reporting — integrated behind your brand.
Risk Management
Disciplined oversight of portfolio risk - monitoring of client portfolios to assure alignment with client objectives.
CIO David Cleary on the OCIO Offering
Timber Point's CIO discusses the OCIO offering and how it may be able to help you elevate your business — delivering institutional investment capabilities to independent advisors.
"Outsourcing the CIO role creates efficiencies that allow the advisor to focus on growing and managing his or her practice."
HOW IT WORKS
A structured responsibility model designed to scale with you
Advisors engage at the level that best complements their existing capabilities. Flexible engagement across the spectrum — from strategic perspective to delegated responsibility.
Strategic Advisory
- Asset allocation framework
- Risk parameters dialogue
- Market updates
Portfolio Partnership
- Portfolio reviews
- Custodial Integration
- Tactical positioning
Integrated Execution
- Trade execution
- Performance reporting
- Alternatives sourcing
Delegated OCIO
- Expanded portfolio responsibility
- Client engagement support
- Full investment management
Engagement Spectrum
Flexible engagement — evolving as your needs change
INSTITUTIONAL PORTFOLIO ARCHITECTURE
Disciplined allocation across core, tactical and alternative exposures
Advisors engage at the level that best complements their existing capabilities.
Opportunity Set
GLOBAL PUBLIC AND PRIVATE MARKETS
CORE
Capital deployed across strategic and opportunistic return drivers
- Global equity
- Global fixed income
- Major asset classes
TACTICAL
Strategic Beta Exposure
- Equity tilts
- Duration management
- Credit allocation
ALTERNATIVES
Active Positioning
- Private credit
- Real assets
- Long/short strategies
Risk Framework
- Risk governs allocation
- Defined volatility and beta guardrails
- Ex-ante risk monitoring across market regimes
Risk Profiles
Investment Vehicles
Disciplined Monitoring and Dynamic Rebalancing
INSTITUTIONAL INVESTING DECISION ENGINE
How macro insight becomes portfolio positioning
MARKET REGIME ANALYSIS
Economic Regime Identification
Growth, inflation and liquidity inflection points
Forward Market Expectations
Where consensus and pricing diverge
Cross-Asset Risk Factors
Volatility regimes and correlation shifts
PORTFOLIO POSITIONING DECISIONS
Equity Risk Calibration
Strategic beta vs. tactical exposure
Duration & Yield Curve Positioning
Interest rate sensitivity
Credit & Spread Exposure
Public & Private opportunities
Alternatives Integration
Diversification and return enhancement
PORTFOLIO IMPLEMENTATION
Manager & Vehicle Selection
Active vs. Passive Implementation
Liquidity & Portfolio Resilience
Balancing flexibility & return potential
Tax-Aware Adjustments
Optimizing after-tax outcomes
Supporting Infrastructure
Institutional Operating Platform
Technology, trading, and compliance infrastructure with custodial integration across major platforms.
Technology Infrastructure
Trading Systems
Compliance Framework
Custodial Integration
CASE STUDY: Strengthening Advisors without Displacing Them
The Situation
- Independent RIA serving high-net-worth families
- Seeking institutional portfolio depth without building internal CIO infrastructure
The Engagement
- Began with strategic asset allocation perspective
- Expanded into tactical positioning and alternatives sourcing
- Integrated into quarterly client conversations
The Result
- Advisor retained full client ownership
- Enhanced portfolio sophistication
- ~30% of investment management time redirected to client and business growth
- Improved confidence in complex allocation decisions
“I honestly don't know how advisors manage to do this themselves. Timber Point gives us institutional depth — and gives me time back to grow.”
Jessica Nieminski
AIF, CDFA | Private Wealth Advisor
$26B
Former Head Lazard Fixed Income
David Cleary
35+
Years Institutional PM Experience
David Cleary, Patrick Mullin
100+
Years Combined Team Experience
TPCM Team
~30%
Time Redirected to Growth
Typical Advisor Outcome
OUR TEAM
Institutional Pedigree. Advisor-Centered Design.
Institutional background across pensions, endowments, and UHNW. Supported by a multidisciplinary team with expertise in institutional research, portfolio construction and client service.
2020
Founded
20+
Years Team Working Together
100+
Years Combined Experience
35+
Years Institutional Portfolio Management
Timber Point Capital Introduction
Hear directly from our team about Timber Point Capital Management's investment philosophy, OCIO platform, and how we partner with advisors to deliver institutional-grade solutions.
David Cleary, CFA
President & Chief Investment Officer
David Cleary, CFA
President & Chief Investment Officer
Patrick Mullin, CFA
Partner & Managing Director
Karol Krucinski, CFA
Portfolio Director
Manish Shah, J.D.
Head of Alternatives
Victor A. Canto, PhD
Economic Consultant
Diane DeCaprio
Operations Manager
An Initial Dialogue
Every relationship begins with alignment on mutual objectives
We begin with a focused conversation to understand your practice, your clients, and where institutional investment resources can complement your existing capabilities.
Typical Starting Point
A 30-minute working session reviewing needs, objectives and areas for potential alignment.
01
OPPORTUNITY EXPLORATION
Where institutional depth may enhance outcomes. Areas for collaboration or refinement.
02
STRATEGIC ALIGNMENT
Alignment with defined risk parameters. Allocation structure and diversification.
03
PORTFOLIO REVIEW
Current portfolio structure and exposures. Client objectives and constraints.
TIMBER POINT CAPITAL MANAGEMENT
Identifying where institutional investment resources can complement your existing capabilities.
Office Location
4 Westchester Park Drive
Suite 100
White Plains, NY 10605
Phone
(914) 898-3038Website
www.timberpointcapital.comRequest More Information
Schedule a 30-minute working session to explore how TPCM can complement your practice.