Sarofim International Management Company provides investment management and advisory services to individuals and institutional clients. The firm focuses primarily on equity and fixed income strategies, including large capitalization equity, global equity, international equity, concentrated equity, equity income, core fixed income, and municipal bond portfolios. Sarofim International Management Company employs a bottom-up research process driven by its Investment Committee, emphasizing long-term perspectives, high-quality industry leaders, and risk-averse portfolio management. Portfolios are managed on a discretionary basis, taking into account each client's specific financial resources, objectives, and tax considerations. The firm requires a minimum investment of $5 million for standard accounts and $10 million for the global equity product.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $20.0M | 0.50% |
| $20.0M - $40.0M | 0.40% |
| $40.0M - $60.0M | 0.35% |
| $60M+ | 0.20% |
Rates shown are for equity products. Global and international equity products have a separate schedule: first $50M at 0.60%, next $50M at 0.40%, and amounts over $100M at 0.30%. Fixed income securities are billed at a flat 0.20% per year.