Brian Shanly on Outsourcing the Back Office

Outsourcing back office functions has been a growing trend in the investment management field.  The coronavirus pandemic will likely accelerate that trend.  2912 Advisors sits at the top of a new generation of outsourcing firms, providing a high-quality, high-touch option with the added benefits of operating remotely and creating functional redundancy.  

Brian Shanly, co-founder of 2912 Advisors, joins this episode to talk about outsourcing.  In our interview – originally conducted in early February – Brian covers a variety of topics, including the efficiency afforded by outsourcing, services typically provided, when it makes sense to outsource, and the future of the outsourcing model.  He also discusses why he prefers the term “external office.”

To learn more about Brian Shanly and 2912 Advisors, please visit the company’s website.