Portfolio consulting for RIAs
Built for advisors who want to spend more time on what they love — and less on what they don't. Institutional-grade portfolio strategy, delivered behind the scenes.
"Imagine your practice with a clean book, a clear portfolio strategy, and the hard projects handled — so you can focus on the clients you love."
What we do
Every engagement is designed to take something off your plate permanently — not just for the quarter, but for good. Built on over a decade of working directly with large advisory practices on their portfolios, delivered at the scale of your practice.
Build out a model suite that fits your practice, your clients, and your investment philosophy. From architecture through implementation roadmap — a framework you can run independently.
Account-by-account analysis with a complete plan to migrate into models — efficiently, tax-consciously, and in a way clients will never notice the work behind it.
An objective third party to research public and private fund opportunities — so you have the conviction to act, or the clarity to pass. Covering ETFs, mutual funds, interval funds, and alternatives.
Ongoing retainers
Retainer clients get continuous access to institutional market thinking — delivered in their voice, on their timeline. The most durable client relationships start here, and often lead to deeper project work as the practice evolves.
Monthly market updates and quarterly deep-dives written in your voice. Your clients read institutional-quality analysis. You get the credit.
Commentary plus ongoing portfolio strategy, presentation support, and direct access for real-time questions. A full CIO function at a fraction of the cost.
About
Founder & Principal
Target Practice Advisory was founded on a simple observation: most RIAs don't need a full-time CIO — they need the right expertise, exactly when they need it. The portfolio work that keeps practices from reaching their potential — messy books, unclear models, products that need vetting — rarely requires a full-time hire. It requires someone who has done it at scale and can deliver it efficiently.
That's the work I did for over a decade at BlackRock. As Head of Market & Portfolio Insights for U.S. Wealth, I built the frameworks that translated institutional market views into portfolio implementation across the country's largest advisory platforms. As Head of Metro Portfolio Consulting, I worked directly with $500M+ practices to design and implement the model architecture that drove durable capital growth.
I started Target Practice Advisory because I believe that kind of thinking shouldn't be reserved for the largest firms. A well-run $300M RIA deserves the same quality of portfolio infrastructure as a $10B one. I work with a focused number of clients at any given time — which means when you work with me, you get me.
I'm based in San Francisco and work with RIAs nationally.
Get in touch
Most engagements start with a 30-minute conversation. No pitch, no agenda — just an honest look at where your practice is and where you want it to go.