Personalized portfolio management of $100k-$500k based on Investment Policy Statement.
Active Monitoring
Recommendation at the start of the engagement and thereon close monitoring of portfolio.
Performance-Based Fee
A 10% performance fee is payable quarterly on net portfolio profits, inclusive of realized and unrealized gains and adjusted for capital inflows and outflows. This fee is charged solely on profits that surpass the portfolio’s established high-water mark, ensuring no fee is assessed on previously earned gains.
Return Objective
Return objective will be determined by investor's risk tolerance and constraints.
What's Included
Preparation of Investment Policy Statement (IPS) document following the initial client consultation and annual update or as and when client's circumstances change
Complete review of each and every security in the pre-existing portfolio and restructuring as and when required or construction of new portfolio from scratch
Monthly one hour consultation call with investor to discuss - portfolio review, macro and micro economic factors, market outlook, and investment strategy
Quarterly performance review and rebalancing
Comprehensive quarterly performance reports
IPS Format and Performance Fee Illustration PDF available on request.
Important Disclosure: Past performance is not indicative of future results. Investment returns are not guaranteed and are subject to market risk, including the possible loss of principal. The financial advisor is not responsible for market changes or other factors that may affect investment outcomes.
