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Portfolio Management for High-Net-Worth Clients

Linking Fees to Our Performance

Here to guide you through these uncertain times.

Jason Bennewith, Founder

“Our mission is to provide professional portfolio management to individuals and families where our fees are linked to performance. We believe that putting our clients first, specializing, focusing on risk management and clients' long-term objectives will allow us to achieve that goal."


Jason Bennewith

Founder

Dean Ryle Asset Management, LLC

Registered Investment Advisor* CRD# 304947 

Fee Structure: Best Practice by Morningstar

Morningstar's article, “The ins and outs of performance fees”, by Morris, S. CFA**. explains best practice when structuring fees charged by Portfolio Managers. We strive to adhere to best practice, for example, our performance fee goes up when we outperform and goes down in equal proportion when we underperform. Our base management fee of 0.50% p.a. (50 basis points) is well below average to ensure we don't earn high fees even if we underperform. We also use the S&P 500 index (SPY) as the benchmark which best represents our investible universe, and we incorporate high watermarks to protect investors.

We specialize in US stock investing

Our focus is on identifying undervalued companies that make up the US S&P 500 index, a collection of America's biggest and best companies. 

We have a simple organizational structure

As a boutique, we have simple, horizontal organizational structures without layers upon layers of management. This makes us highly agile. 

Portfolio Manager accessibility

The advantage of working with us is the increased accessibility to key decision-makers when it comes to managing your Portfolio. This is an often-overlooked benefit and critical during times of serve market turmoil.

Do-it-yourself investing can be time-consuming and often delivers unfavorable results.
 

If you have built up significant savings of at least $100,000 in stocks or cash in your portfolio, it is time to consider bringing in a professional Portfolio Manager to help preserve and grow your portfolio and meet your financial objectives. We can help manage your portfolio to best meet your needs and tolerance for risk. And there’s no better time than the present to get started.

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All information provided through Insights is for educational purposes only and does not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party’s views. Whenever there are hyperlinks to third-party content, this information is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals or points of view outside Dean Ryle Asset Management, L.L.C. All examples are hypothetical and for illustrative purposes only. Please contact us for more complete information based on your personal circumstances and to obtain personal individual investment advice. The information in this material is from sources we believe reliable, but we do not represent that is accurate or complete and should not be relied on as such.


Neither Dean Ryle Asset Management L.L.C. nor its affiliates offer tax or legal advice. Interested parties are strongly encouraged to seek advice from qualified tax and/or legal experts regarding the best options for your particular circumstances.

* Registration as an investment adviser does not imply a certain level of skill or training.

**Source: Morris, S. CFA, 2009, “The ins and outs of performance fees”, date accessed 03/05/2021, website: https://www.morningstar.co.uk /uk/news/64227/the ins and outs of performance fees.aspx.


Videos or content presented on this website are for educational purposes only and do not constitute investment advice or an offer to buy or sell any security or insurance product.
© 2021 Dean Ryle Asset Management, LLC. All rights reserved. All advisory services are offered through Dean Ryle Asset Management L.L.C., a state registered investment advisor. Results are not guaranteed.