Welcome to Investment Design Management

We are an outsourced investment strategy consultant that works with financial professionals to design, implement, and monitor investment models and processes for investment committees and other professionals serving in a fiduciary capacity.

Our Philosophy

Our Clients Custody At

What We Do


Investment models that accurately reflect the investment committee’s beliefs and philosophy


Investment Committee structure and review guidelines.


Model portfolio performance and other evaluation criteria

How To Work With IDM



Model Management

Defining Strategies

IDM’s Strategies

Strategic Equity 

  • Provide low cost, tax efficient exposure to global equity markets

Tactical Equity

  • Obtain equity market exposure in normal markets with the ability to defensively alter asset class in times of volatility

Active Global Asset

  • Obtain exposure to managers who have demonstrated the ability to allocate globally across asset classes and sectors

Multi-Sector Fixed

  • Obtain exposure to fixed income markets across asset classes and regions

Dynamic Yield

  • Generate a long term target of twice the current yield of the 10 yr US Treasury


  • Generating positive, stable returns independent of global markets

IDM’s Portfolios

IDM provides Risk Based ETF and ETF/Mutual Fund blended portfolios. Our solutions have zero trading cost and give your firm the benefit of holistic outsourcing.