Washington Capital Management is an investment advisory firm offering portfolio management across stocks, bonds, commercial real estate, and private equity feeder funds. The firm provides services to a variety of clients, including individual investors, pension plans, corporations, and government entities. Investment portfolios are managed based on the client's specific guidelines, objectives, time horizons, and risk tolerance. Washington Capital utilizes fundamental, technical, and quantitative analysis to build and monitor investment strategies, with a strong emphasis on real estate debt and equity, stocks, and fixed income portfolios. The firm generally operates on a discretionary basis, allowing its portfolio managers to make investment decisions without prior client approval for each trade, though non-discretionary accounts are also available.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Non-institutional individual accounts are charged 1.00% annually. Institutional accounts have separate tiered schedules depending on the asset class, such as equity or fixed income.