Investment Opportunities
We serve people, families, and independent investment advisors looking to invest funds in a strategy that strives to consistently outperform the broad US equity market either dividend-focused or capital appreciation-focused investments.
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.
How to Invest
To discuss your investment plans you can schedule a short conversation with us. For general questions, please call us at (631) 250-2829, or e-mail us at investor.relations@deanryle.com.
The minimum investment is $100,000.
Investment Offering
US Capital Appreciation Strategy. Targets a total return greater than, or equal to 2% p.a. (net of our fees) above the S&P 500 index (SPY) over rolling 3-year periods.
Key Features of the Investment
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Vehicle Separately Managed Accounts (SMAs) for more information on this type of investment vehicle.
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Generally Holds 20-65 stocks. U.S. publically listed equity securities in the S&P500 Index.
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Fees 0.50% (50 basis points) p.a. plus a performance fee of 15% of the mark-to-market profit and loss on your account, above the S&P500 index (SPY) benchmark, which is only paid if we beat the high watermark.
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High Watermark Yes, includes high watermark protection for investors.
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Investment Style Large Cap
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Target Allocation Equities 100%
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Individual Security Limit <15%
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Sector Limit Sector Neutral
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Minimum Investment $100,000
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Investment Universe Primarily U.S. publically listed equity securities in the S&P500 Index.
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Suggested Timeframe 3 -5 years or more.
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Risk High
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Investor Class US Resident and Qualified Client, as defined by the Securities and Exchange Commission (SEC).