Investment Opportunity

Portfolio Management

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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.

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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 .

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Currently, we offer the following investment portfolio option.

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Key Features of the Investment 

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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.

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FEES

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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

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HIGH WATERMARK

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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)