Fractional Chief Investment Officer Service

Product Description

About this Product

Fractional Chief Investment Officer Service to fee-only RIA firms

About Mount Ararat Financial Services LLC

Mount Ararat Financial Services LLC offers a Fractional Chief Investment Officer Service to fee-only registered investment advisory firms, providing them with custom-tailored investment solutions by Dr. David Nanigian, a Yale-educated CIMA® consultant and former Endowed Professor of Finance in the Fowler College of Business at San Diego State University. Dr. Nanigian has published fourteen peer-reviewed research publications in the area of investments and earned numerous awards for his scholarly and applied research on investments, including a Bernstein Fabozzi/Jacobs Levy Award for Outstanding Article in The Journal of Portfolio Management.

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Category

Outsourcing Providers, Portfolio Management, Research & Analytics
Serving Since Icon

Serving RIAs Since

2026
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Discount for Schwab Clients?

No

0719-93C0

API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.