Among the newer names in the turnkey asset management platform (TAMP) world, CacheTech Advisor Solutions is quickly building a reputation as a partner that blends institutional-level investment expertise with technology designed to create scale and flexibility. The firm’s approach goes beyond being a marketplace of models—it positions itself as a true outsourced CIO, helping advisors manage portfolios while keeping client communication clear, consistent, and aligned with their practice goals.
In an interview with The Wealth Advisor’s Scott Martin, Cormac Murphy, CEO and CIO at CacheTech, discusses how the firm seeks to deliver more than access to investments. By focusing on core models, personalized technology, and deep advisor relationships, CacheTech is carving out a distinctive role in the TAMP space.
Simplifying Portfolio Construction
One of CacheTech’s central beliefs is that advisors are better served by simplicity than a marketplace overloaded with models. Murphy draws a clear contrast between the CacheTech approach and the overwhelming choice offered elsewhere.
“If you go out to a marketplace right now, and you’re picking from however many millions of managers there are out there, I think that it can be a bit overwhelming,” he says.
Instead of providing thousands of choices, CacheTech focuses on a handful of core strategies: a risk spectrum model, a high-conviction equity model, a dividend equity model, and several fixed income portfolios. The idea, Murphy explains, is that “less can be more” because it enables deeper collaboration with advisors, rather than leaving them to sort through endless options.
The philosophy allows CacheTech to act as a partner rather than a vendor. By keeping the platform lean, CacheTech ensures advisors spend more time connecting with clients and less time navigating complexity. The models are designed to support clear communication and reduce decision fatigue while still leaving room for tailored satellite strategies.
“If we’re asking you to learn 500 different models that are out there, that’s a lot,” Murphy says. “And that ability for us to go back and forth and be a partner as part of that outsourced CIO role is diminished because of the complexity.”
Avoiding the Pitfalls of Model Overload
Murphy has firsthand knowledge of the challenges of multi-manager portfolios from his previous role as a macro specialist consulting on a $25 billion product. That experience shaped his thinking on why too much choice can backfire.
“You’d go to three different managers, and they were all incredibly accomplished, and you realized if you put two of these managers together, their views on the world would offset each other, and you might as well have bought whatever index you were trying to beat in the first place,” he recalls.
The risk of over-diversification is not just performance dilution—it’s also messaging confusion. “Without that kind of mixing and matching, managers too often can create a situation where you offset a lot of things in the portfolio, and you lose control of not only the performance of the portfolio but also the messaging to the client,” Murphy adds.
Advisors may struggle to explain whether a portfolio is bullish, bearish, or neutral if multiple managers are pulling in opposite directions. CacheTech seeks to solve that problem by keeping portfolios coherent, with consistent views that advisors can communicate confidently to clients.
Murphy emphasizes that even when trades don’t work, the ability to explain the rationale is vital. “Having the ability to sit down and talk to clients, talk to other advisors out there and say, ‘Here’s what we were thinking. This is why we got into this trade. Here’s the way we saw the world at the time, and here’s why it didn’t work.’ That’s a very powerful message,” he believes.
Advisor and Client Sleeves: True Flexibility
Another area where CacheTech differentiates itself is its willingness to incorporate advisor- and even client-driven customization within the portfolio framework.
Murphy explains that many investors want to hold a handful of favorite stocks, but that approach alone does not create a diversified portfolio. “I’ve run into it, where it’s like, ‘Hey, I really like these five stocks.’ But if you’re going to run a diversified portfolio, you need to have an opinion on a lot more than five stocks,” he says.
CacheTech aims to solve for that tension by creating custom sleeves that can be rebalanced, tax-loss harvested, and integrated seamlessly into broader models.
That flexibility ensures advisors don’t need to choose between giving clients control and maintaining portfolio discipline. CacheTech’s system can accommodate personal preferences without losing sight of diversification, tax efficiency, or scalability. For advisors, that means more ways to retain clients who want some involvement in portfolio design without adding operational headaches.
A Platform Built on Investment Expertise
Murphy has sat in both the institutional and RIA seats, and he knows that advisors often struggle when technology, operations, and investments are treated as separate silos—an issue CacheTech was designed to solve.
“As I switched and joined an RIA, I also knew the struggles and needs of an RIA, both from a technology standpoint operationally and investment wise—and really, CacheTech being the culmination of all of those things,” he says. “The turnkey investment asset management platform part of the TAMP is important. Here is where we say platform. We’re really bringing all of those things together.”
By starting with investment expertise and layering on technology, CacheTech aims to deliver portfolios that are both competitively priced and responsive to the real economy.
“If you talk to us about fees, our fees look passive in nature,” Murphy explains. “We’re competitively priced, but we don’t do any pure, passive asset management.” The firm’s philosophy is dynamic but not hyperactive—adjustments are made when warranted by macro conditions, not simply on a monthly cycle.
For example, the CacheTech team might favor a sector such as utilities for its defensive properties, targeting exposure to those names for the portfolio while bearing in mind the tax and other client-specific implications of any position. “We’re always shifting around what we think the proper asset allocation models are for the world we live in right now,” Murphy adds.
To ensure that such considerations are systematically addressed, technology plays a key role in making those adjustments tax-aware and client-specific. Rather than pushing one-size-fits-all solutions, CacheTech builds in flexibility, so each client’s tax situation is respected. “That way, even when we’re talking to that client that didn’t make a big move towards that utility spend, we did as much as was appropriate mathematically to what their situation said.”
CacheTech portfolios reflect a consistent macro view, but implementation considers each client’s circumstances. That combination of expertise and personalization is hard to replicate in-house.
“Any difference from our pure IRA implementation of that portfolio, and what they have, is strictly due to their unique circumstances, due to taxes, and has been put through a process where we say, ‘Yep, we still love utilities. This is the best portfolio for you,’ Murphy says. “And that scalability was introduced by technology to make sure we are delivering a true individualized experience for that end client.”
Native Models, Not Proprietary Products
Murphy is clear about CacheTech’s positioning when it comes to models. “We always say that at CacheTech, we do not sell products. We are solutions and relationships. That’s what we are,” he says.
The firm uses native models to deliver efficiency and personalization, rather than locking advisors into proprietary products that offer just a single menu. Murphy stresses that innovation is not about upselling but about continuous refinement, whether in tax optimization, rebalancing, or model design.
“There are no upsells. There are no shiny new objects. We’re always researching as we get better with better tax optimization,” he says. “It’s not going to be like, ‘Hey, guys, great. Now, there’s this new plan.’ It’s immediately in the system. As soon as we can make it better for the clients and for our advisors, we’re getting it out there because our mission is to always get better, not always upsell.”
That distinction matters for advisors who want a platform that evolves alongside them without hidden costs or sales-driven distractions.
Attracting the Right Advisors
CacheTech’s approach has resonated most with advisors who are dissatisfied with traditional TAMP experiences—either because they have felt disconnected from portfolio management or considered building an in-house solution.
“We’ve talked to quite a few advisors that were like, ‘Hey, performance wasn’t there. We’re just kind of thinking of in-housing this.’ And I think that CacheTech has been an interesting eye-opener to them. It’s very expensive to in-house. You are going to take on a lot of things that I’m not saying they haven’t thought of, but it’s no small undertaking,” Murphy says.
He emphasizes that compatibility on goals and values often matters more than firm size, not just in terms of working style but also long-term alignment. “It’s always more culture fit than an AUM fit,” he says. “The people on our platform tend to be that if we’re going to do it, we’re going to do it right. I think we offer a nice way of doing that.”
For advisors, CacheTech offers a middle path: greater control and communication than many TAMPs provide, without the costs and burdens of in-house management.
A Partnership Built on Dialogue
The CacheTech worldview is shaped by Murphy’s early career experiences with senior leaders who, despite overseeing massive portfolios, still made time for collaborative conversations. One interaction in particular with a high-profile CIO at a major investment management firm left a lasting impression.
“He was just so interested in that back and forth, and the guy manages trillions of dollars—what does he care what I think? He cares because he loves what he does,” Murphy says.
That spirit of dialogue has carried forward into CacheTech’s culture and remains central to how the firm operates. And, for Murphy, those conversations aren’t work—they’re one of the most rewarding parts of the job. “When someone wants to call and talk markets with me, or understand how the portfolios are set up, why wouldn’t I?” he says. “I enjoy that conversation. That’s not work to me. . . . I really want our firms to feel that connection and that back and forth. It’s a fun conversation for me.”
Advisors partnering with CacheTech are not outsourcing to a black box. They gain access to a team eager to engage, explain, and refine strategies in partnership with them.
Why CacheTech Stands Out
CacheTech is positioning itself as more than another TAMP. By combining institutional investment expertise with flexible technology, the firm seeks to simplify portfolio construction, enhance communication, and deliver personalization at scale. Its focus on core models, openness to advisor and client customization, and dedication to transparency set it apart from platforms built primarily as marketplaces.
For advisors weighing whether to in-house investment management, stay with an existing TAMP, or look for new solutions, CacheTech may offer a golden mean: cost-efficient, tax-aware strategies backed by a team committed to collaboration and continuous improvement. As Murphy puts it, CacheTech is about “solutions and relationships,” and for many advisors, that may be exactly what their practice needs to thrive.
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Disclosures
Investment advisory services offered through CacheTech, a registered investment advisor. For important disclosures and additional information, please visit cachetech.io.
