Vinay Munikoti is a registered investment advisor at System Research, LLC, based in White Plains, NY, with 14 years of industry experience. Vinay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
System Research charges an annual investment advisory fee, paid quarterly. The fees vary depending on the investment strategy used:
- Weekly Reversion strategy: 1.50% per year
- Hydra, Diversified & Active Equity Index strategies: 1.75% per year
- CE Inter strategy: 2.00% per year
The fees are negotiable in certain cases.
Location
White Plains, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Vinay is the CEO and Managing Member of Returnstream LLC, an online newsletter publisher of trading signals, dedicating a few hours per week. He also spends a few hours per week as CEO and Managing Member of Global Dynamic Systems LLC, creating artwork for sale.
Employment History
Current Registrations
System Research, LLC
State Registrations1 state
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