How to Invest
We serve individuals and families that reside in the United States of America, who are regarded as qualified clients 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.
For questions about Dean Ryle or investing with us, or for help with the application process, please
call us at 1-212-292-3721, or
e-mail us at email@example.com.
Summary of an actively managed US Equity Investment Portfolio
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.
of outperformance above the S&P 500 Index, capped to 2% of AUM. Includes high-water mark to protect investors.
INVESTMENT UNIVERSE PRIMARILY
Includes top 500
US-listed companies in 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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