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Investment Management
If your financial
situation lacks the complexity best suited for our Wealth Management
clients, we offer our Investment Management services. After carefully
reviewing your investment objectives, we develop an investment policy
statement for your portfolio. Using this document as a guide, we manage
your investments with our proprietary trading models, constructed based
on Nobel Prize winning research. Our portfolios feature exclusive
no-load, low expense mutual funds not available to individual investors
as well as Exchange Traded Funds.
Our Fees
We receive no commissions, referral fees, or expense reimbursements for
any recommendations made as part of our Investment Management services.
Thus, we remain unbiased and always keep your best interests in mind.
To ensure that we are able to provide the highest level of services for
our clients, we use the following fee schedule:
| Up
to $5,000,000 |
0.75% |
| $5,000,000+ |
0.35% |
Our minimum annual fee is $3,750.
Investment Management
services provided by DC Advisors LLC, a registered investment advisor
in Texas and Utah and wholly-owned subsidiary of Ducere Capital, Inc.
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phone:
210-347-6751