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