Investment Opportunity

How to Invest

As a Registered Investment Adviser, we serve individuals and families that reside in the United States of America who are regarded as Qualified Clients 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 questions about Dean Ryle, or investing please call us at 1-212-292-3721, or​ ​e-mail us at investor.relations@deanryle.com.

 

Summary of Large Cap US Equity Investment Portfolio

INVESTMENT OBJECTIVE


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.

MANAGEMENT FEE

0.17% (17 bps) p.a.
 

PERFORMANCE FEE

30% p.a.

of outperformance above the S&P 500 Index, capped at 2% AUM. Includes a high watermark to protect 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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