Kirr, Marbach & Company manages separate investment accounts and serves as the advisor to the Kirr, Marbach Partners Value Fund. For equity investments, Kirr, Marbach & Company focuses exclusively on a value-investing strategy, selecting stocks across various market sizes that appear undervalued relative to their intrinsic worth. For fixed income, Kirr, Marbach & Company utilizes defined-maturity exchange-traded funds to provide liquidity and diversification. Kirr, Marbach & Company operates on a discretionary basis, meaning they make trades on behalf of clients without needing prior approval for each transaction. The firm primarily works with individuals, high-net-worth individuals, pension plans, foundations, endowments, and mutual funds. Kirr, Marbach & Company requires a minimum of $100,000 for separate client accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees are negotiable for accounts over $10,000,000. Kirr, Marbach & Company also manages accounts under wrap fee programs for a portion of the sponsor's fee.