Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs):

The Investment Management Platforms, Marketplaces, & Services Supporting the Third-Party Managed Accounts Trend

Recently Released!!!
Date Published: December 26, 2025
Summary PowerPoint Deck: 182 Slides
Reference PowerPoint Deck: 1,209 Slides

The purpose of this research is to provide readers with a comprehensive understanding of turnkey asset management programs (TAMPs), model marketplaces, & outsourced chief investment officers (OCIOs), including their key driving factors, historical development phases, market segments, and future predictions. Turnkey asset management programs (TAMPs) supported the move of some independent advisors into managed accounts. This research is a key part of Tiburon's broader research on wealth & investment management technology & outsourcing.

This research addresses the key historical phases of turnkey asset management programs (TAMPs), model marketplaces, & outsourced chief investment officers (OCIOs), including:
  • FA Product TAMPs Phase
  • FA Platform TAMPs Phase
  • Model Marketplaces Phase
This research addresses the key market segments, including:
  • Turnkey Asset Management Programs (TAMPs)
  • Model Marketplaces
  • Outsourced Chief Investment Officers (OCIOs)
This research concludes with several future predictions for turnkey asset management programs (TAMPs), model marketplaces, & outsourced chief investment officers (OCIOs), including:
  • Moderate Growth of Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs)
  • Fastest Growth in Model Marketplaces
  • Increasing Regulatory Scrutiny of Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs) to Meet Fiduciary Standards
  • Emerging Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs) International (Non-United States) Opportunities
  • Moderate Growth in Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs) Venture Capital Investments
  • Continual Steady Consolidation of Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs), Including Deeper Integration with Robo Advisors
  • Potential for a Few Turnkey Asset Management Programs (TAMPs), Model Marketplaces, & Outsourced Chief Investment Officers (OCIOs) Initial Public Offerings (IPOs)























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