an independent boutique investment management firm.
have no pressure to increase asset under
management, no constraints other than
serving our clients to their best interests.
to the traditional sources of information and
its proprietary Financial Modeling and Application
low base fees (as low as 0.25%).
charge performance fees linked to our
use a hurdle rate (minimum return of 15% before
any performance fee is
charged) and a high-water mark (no performance
fee is paid
unless capital is preserved).
to Portfolio Management Mandate...