Investment Opportunity

Portfolio Management

As a Registered Investment Adviser, we serve individuals and families that reside in the United States of America and looking to invest funds in the 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.

To invest with us, or discuss your investment needs and pursue your goals please schedule a short 15-minute conversation with us. ​For general questions, please call us at 1-212-292-3721, or​ ​e-mail us at investor.relations@deanryle.com.

Currently, we offer the following investment portfolio option.

Key Features of the Investment 

INVESTMENT OBJECTIVE

 

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. For more information visit, Fees & High Watermark

HIGH WATERMARK

Yes

Includes high watermark protection for investors.
 

MINIMUM INVESTMENT


$250,000
 

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)

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