SMH Capital Advisors manages investment portfolios for individuals, families, and institutional clients. The firm offers discretionary portfolio management through several programs, including separately managed accounts, unified managed accounts, and an institutional program. Investment strategies focus heavily on fixed income, high-yield bonds, collateralized mortgage obligations, equities, and mutual funds, with tailored allocations designed around each client's risk tolerance, time horizon, and objectives. SMH Capital Advisors operates as a subsidiary of Moyers Organization and has an affiliated broker-dealer and insurance agency.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50.0M - $100.0M | 0.60% |
| $100.0M - $250.0M | 0.50% |
| $250.0M - $500.0M | 0.45% |
| $500M+ | 0.40% |
Fee schedule reflects the High Yield/Income and Total Return Income strategies. Other strategies have different schedules (e.g., AAA starts at 0.30%, Diversified Income at 0.70%, Unconstrained at 1.00%). Wrap programs and institutional clients may have different fee structures.