Investment Opportunities

Portfolio Management

We serve individuals, families, and independent investment advisors looking to invest funds in a strategy that strives to consistently outperform the broad US equity market either dividend-focused or capital appreciation-focused investments. 

 

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, start an online application, or to discuss your investment plans you can schedule a short, no-obligation conversation. ​

For general questions, please call us at (631) 250-2829, or​ ​e-mail us at investor.relations@deanryle.com.

The minimum investment is $100,000.

Investment Offering

  • US Capital Appreciation Strategy. Targets a total return greater than, or equal to 2% p.a. (net of our fees) above the S&P 500 index (SPY) over rolling 3-year periods.

  • US Dividend Income Strategy. Targets a portfolio dividend yield of 2% p.a. or more, in addition to a total return greater than or equal to 1% p.a. (net of our fees), above the S&P 500 index (SPY) over rolling 3-year periods.

Key Features of the Investment

 

VEHICLE 

Separately Managed Accounts (SMAs) for more information on this type of investment vehicle.

HOLDS GENERALLY 

20-65 stocks. U.S. publically listed equity securities in the S&P500 Index.

FEES 

0.50% (50 basis points) p.a. plus a performance fee of 15% of the mark-to-market profit and loss on your account, above the S&P500 index (SPY) benchmark, which is only paid if we beat the high watermark.

HIGH WATERMARK 

Yes, includes high watermark protection for investors.

MINIMUM INVESTMENT 

$100,000

INVESTMENT UNIVERSE PRIMARILY 

U.S. publically listed equity securities in the S&P500 Index.

SUGGESTED TIMEFRAME 

3 -5 years or more.

RISK 

High

                                                 

INVESTOR CLASS.

US Resident and Qualified Clientas defined by the Securities and Exchange Commission (SEC).

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