Heathbridge Proprietary Checkmark Investing Process Heathbridge Capital Management Investment Philosophy Heathbridge Capital Management risk management Heathbridge Capital Management Fees

Fees

We manage portfolios for individuals and foundations on a discretionary basis.

We manage client portfolios only on a segregated basis in order to customize to each client's objectives as detailed in their Investment Policy Statement.

Base Fees: 1.25%

Performance Incentive Fee:

  • Structured for fairness
  • Capped at modest amounts
  • Rewards excellent performance beyond market performance
  • Designed to keep our focus on research, not marketing
  • Designed to keep us small, service-oriented and flexible

Minimum Account Size:  $ 1 million

Assets Under Management:  $ 750 Million

Number of Families:  200

 


"Our business model is very transparent, with full disclosure. Clients can calculate to the penny how much money they make. There are no hidden mark-ups on bonds. Clients own the securities directly, and once a month get to see everything in the portfolio. We provide our rationale and analysis on each security in written commentary."