MOS Capital provides financial planning and investment management services. They review clients' financial situations and manage assets based on their objectives, considering factors like age, risk tolerance, and time horizon. MOS requires a written investment policy for each account. Their investment style is classified as "Growth & Income," focusing on income production and capital appreciation using conservative stocks and bonds. MOS does not work with clients seeking aggressive capital appreciation or short-term profits, or those who prefer investments in small company stocks, futures contracts, commodities, or alternative investments.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees are negotiable for accounts over $2,000,000.