Segregated Portfolio Management

Segregated accounts will be managed using the same investment approach as our Pooled Funds.  Segregated accounts are tailored to the client's unique needs and objectives.  Each segregated account has its own Statement of Policies and Objectives.

Minimum account size: $5,000,000

Management fee:

On the first $5,000,000 - 1.50 %
On the next $5,000,000 - 0.75%
Over $10,000,000 - 0.50%

Segregated accounts also require a Custodian to hold the account's assets.  We will help you chose an appropriate custodian for your account.