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 .
Currently, we offer the following investment portfolio option.
Key Features of the Investment
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
Separately Managed Account
United States listed equity securities in the S&P 500 index.
0.17% (17 bps) p.a. plus
30% of excess returns above the benchmark, only paid if we beat the high watermark. For more information visit, Fees & High Watermark
Includes high watermark protection for investors.
INVESTMENT UNIVERSE PRIMARILY
Includes top 500
US-listed companies in the S&P 500 index
3 - 5 years or more
US Resident and Qualified Client
as defined by the Securities and Exchange Commission (SEC)
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