RhumbLine Advisers is an investment advisory firm that provides passive, index-based portfolio management services primarily to institutional clients such as pension plans, endowments, foundations, and pooled funds. The firm constructs portfolios to track the performance and risk of various U.S. and international equity, fixed income, real estate, and alternative indices using full replication, stratified sampling, or optimization techniques. Clients have the opportunity to place reasonable restrictions on their portfolios, such as customized tax-efficient, tobacco-free, Sudan-free, socially responsible, or fossil fuel-free strategies. RhumbLine Advisers manages accounts with the authority to make trades without asking first, continuously monitoring benchmarks and executing trades to reflect index changes. The firm does not direct client investments to specific third-party financial services companies and operates as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Annual fee rates generally range from 0.01% to 0.25% depending on the strategy, account size, and customization. All fees are negotiable.