Investment Opportunity
Portfolio Management
We serve individuals and families looking to invest funds in a strategy that strives to consistently outperform the broad US equity market.
We have a fiduciary duty to our clients, which means we have a fundamental obligation to provide suitable investment services and always act in their best interests.
How to Invest
To invest with us, or discuss your investment needs please schedule a short conversation with us. The minimum investment is $25,000. For general questions, please call us at 1-631-250-2829, or e-mail us at .
US Capital Appreciation Strategy
INVESTMENT OBJECTIVE
Target return of 2% p.a. (net of our fees) above the S&P 500 index
In a portfolio comprising of equities, our objective is to outperform the broad US equities market, by targeting a return greater than 2% p.a. (net of our fees) above the S&P 500 index over rolling 3-year periods
VEHICLE
Separately Managed Account
HOLDS GENERALLY
20-65 stocks
United States listed equity securities in the S&P 500 index.
FEES
0.17% (17 bps) p.a. plus
Performance fee
30% of excess returns above the benchmark, only paid if we beat the high watermark. See Fees & High Watermark
HIGH WATERMARK
Yes
Includes high watermark protection for investors.
MINIMUM INVESTMENT
$25,000
INVESTMENT UNIVERSE PRIMARILY
Includes top 500
US-listed companies in the S&P 500 index
SUGGESTED TIMEFRAME
3 - 5 years or more
RISK
High
INVESTOR CLASS
US Resident and Qualified Client
as defined by the Securities and Exchange Commission (SEC)
US Dividend Income Strategy
INVESTMENT OBJECTIVE
Target return of 1% p.a. (net of our fees) above the S&P 500 index + target dividend yield of 2% p.a.
In a portfolio comprising of equities, our objective is to outperform the broad US equities market, by targeting a return greater than 1% p.a. (net of our fees) above the S&P 500 index over rolling 3-year periods + generate a target dividend yield of 2% p.a.
VEHICLE
Separately Managed Account
HOLDS GENERALLY
20-65 stocks
United States listed equity securities in the S&P 500 index.
FEES
0.17% (17 bps) p.a. plus
Performance fee
30% of excess returns above the benchmark, only paid if we beat the high watermark. See Fees & High Watermark
HIGH WATERMARK
Yes
Includes high watermark protection for investors.
MINIMUM INVESTMENT
$25,000
INVESTMENT UNIVERSE PRIMARILY
Includes top 500
US-listed companies in the S&P 500 index
SUGGESTED TIMEFRAME
3 - 5 years or more
RISK
High
INVESTOR CLASS
US Resident and Qualified Client
as defined by the Securities and Exchange Commission (SEC)
