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We put our money where our mouth is.

We offer client-driven mandates
and client-aligned fees in a
client-friendly atmosphere of transparency and candor.

Across the board, the annual return
and risk objectives for our initial offerings are:
3.5%
Gross prospective added value
4.5%
Tracking error above stated benchmarks

These objectives do NOT reflect actual account returns and are NOT guaranteed returns.
Actual client returns may differ materially, and clients may —gulp!— lose money.

Performance based fees
are available — in fact,
encouraged!
SEE EXAMPLE

We charge a standard fee of 0.8% on all assets for our work (specifically, the strategies listed above).

Performance-based fees are willingly set with symmetry around our standard fee and a strategy’s return objective.

We suggest them for the partnership they create.