MFS Institutional Advisors, Inc. provides investment advisory services primarily to institutional investors, pension plans, charitable organizations, and individuals through managed account programs. The firm offers a wide variety of equity, fixed income, and balanced investment strategies using fundamental and quantitative research analysis. MFS Institutional Advisors, Inc. operates as a subsidiary of Massachusetts Financial Services Company, which has a long history in money management dating back to the founding of the first United States mutual fund. The firm manages assets through separately managed accounts, sub-advised accounts, and model portfolio delivery programs, often working in coordination with financial intermediaries and program sponsors.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.08% |
Fees vary by investment strategy, ranging from 0.08% for certain fixed income strategies up to 0.95% for specialized equity strategies. Fees are negotiable.