We are a boutique provider of outsourced investment services customized to the specific needs of our clients.

We specialize in helping independent registered investment advisors grow their practice.

Meet the OCIO

Jena Lambert

Sales & Marketing Manager

Arturo Neto, CFA CPWA started his career at Dimension Capital Management, a Latin American multi-family office in Miami where he managed a number of fund of funds invested in both traditional and alternative asset managers. After a brief stint at HSBC Private Bank, he joined EFG Capital in 2013 to co-lead the planning, development, and implementation of the Investment Strategy Group.

After successfully building the team to 7 members and creating an alternative fund platform, Arturo started offering outsourced investment services to independent registered investment advisors.

He currently leads the firm’s investment strategy and research efforts, managing a team of external and independent analysts as needed. He is responsible for client management, creating model portfolios, developing investment themes, managing tactical allocation strategies, and discretionary portfolio management.

Arturo graduated from Florida International University with a Bachelor’s degree in Finance and a Master of Science in Finance degree and completed his Master of Business Administration degree from the Darden Graduate School of Business at the University of Virginia. He earned his CFA charter in 2003.

1612 Westgate Circle Suite 218
Nashville, Tennessee 37027

Email: info@theoutsourcedcio.com
Phone: 615-436-2127
Give us a call or drop by anytime, we strive to answer all inquiries within 24 hours on business days.