CHB Wealth Market Advisory
From market outlook to portfolio conviction.
I help asset managers and wealth platforms translate investment views into portfolio implications, advisor-ready narratives, and the allocation decisions that drive growth.
The Challenge
CIOs produce sophisticated outlooks. That rigor rarely survives translation into something advisors can actually use with clients.
Most firms produce more content than anyone can absorb, including their own wholesalers. Volume without prioritization is noise.
Without a clear portfolio "so what," advisors don't act. AUM doesn't move.
What we do
Build the content strategy, editorial process, and frameworks that turn your CIO's views into advisor-ready insights, expressed in language advisors use in client meetings.
The systems and processes that keep investment teams, sales, and marketing focused on the same story, and ensure that story reaches advisors consistently.
Sharpen how your products are framed for advisor use cases: portfolio fit, competitive differentiation, and why now. Includes objective due diligence across ETFs, mutual funds, and alternatives.
Model architecture, asset allocation frameworks, and transition planning. Built on direct experience with the country's largest advisory practices.
Institutional-quality market updates and portfolio narratives in your voice. Volatility letters, quarterly reviews, and positioning commentary — so you always have something worth saying.
Training for advisory teams on market positioning, portfolio construction, and client communication. Internal capability that compounds.
How I work
I work with a small number of firms at a time, typically in ongoing strategic advisory relationships, with occasional project-based engagements where there is a clearly defined commercial objective.
Ongoing strategic guidance, narrative development, and market positioning. Consistent access, consistent results.
Scoped work for a defined commercial objective: a product launch, channel entry strategy, sales enablement build, or narrative refresh.
"Most investment content explains the market. Very little connects directly to what advisors should do about it."
About
Founder & Principal
The gap between strong investment views and advisor adoption is not a product problem. It's a translation problem. The firms that win in the wealth channel are the ones that connect their market outlook to portfolio implications in language advisors actually use.
I built this capability from the ground up at BlackRock. As Head of Market & Portfolio Insights for U.S. Wealth, the question I answered every day was not "what are markets doing?" but "what should advisors be doing in their portfolios, and how do we say it in a way they'll use with clients?" I also spent years working directly with the country's largest advisory practices on portfolio construction. I know this space from both sides.
When you engage CHB, you get me, directly.
Get in touch
Most engagements start with a 30-minute discovery conversation. No pitch, no agenda. Just an honest look at where the gap is and whether CHB is the right fit to close it.
Schedule directly
Prefer to find a time directly? Use the calendar below to schedule a 30-minute conversation. No preparation needed.