Toews Asset Management provides discretionary investment advisory services through separately managed account programs, such as the legacy i-Vest and Investment Risk Management Services programs. Toews also provides model portfolios to third-party sponsors and manages proprietary mutual funds and exchange-traded funds. The firm utilizes tactical risk management strategies, which often involve investing heavily in affiliated mutual funds and exchange-traded funds, and may employ derivatives such as options and futures to manage market exposure and risk. Services are delivered in coordination with independent financial intermediaries who assist clients with profiling and ongoing relationship management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.30% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Schedule reflects IRMS program fee tiers. The i-Vest program charges a flat 0.50% by Toews plus an intermediary fee of 0.06% to 1.50%, totaling 0.56% to 2.00%.