Cougar Global Investments manages investments using a tactical asset allocation approach to create globally diversified portfolios. They aim to grow wealth by participating in bull markets and avoiding bear markets. Cougar Global offers model portfolios to UMA Program sponsors and also manages a few accounts for related persons on a discretionary basis.
Fee Structure
Cougar Global provides model portfolios to UMA Program sponsors, who then manage their clients' accounts. The fees charged to these sponsors are negotiated and can vary based on factors like the number of model portfolios purchased and the total assets under management. Wrap program sponsors typically charge their clients an annual fee ranging from 1.50% to 3.00% of the assets they manage. Cougar Global receives a sub-advisory fee from the wrap program sponsor, typically ranging from 0.20% to 0.30% of assets under management.