We serve individuals and families looking to invest funds in a strategy that strives to consistently outperform the broad US equity market in 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 with us, or discuss your investment needs please schedule a short, no-obligation conversation with us. The minimum investment is $100,000. For general questions, please call us at (631) 250-2829, or e-mail us at .
Core Investment Options
US Capital Appreciation Strategy. In a portfolio consisting of US equities, this 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. In a portfolio consisting of US equities, this 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, in addition to a dividend yield of 2% p.a., or more.
Dean Ryle's low-cost, liquid strategies aim to deliver consistent outperformance based on each client's needs. Custody remains with the client providing 100% transparency.
Other Key Features of the Investment
VEHICLE Separately Managed Account
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, only paid if we beat the high watermark. See Fees & 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.
INVESTOR CLASS. US Resident and Qualified Client, as defined by the Securities and Exchange Commission (SEC).