Tesseract Partners offers investment strategies and portfolio recommendations on a non-discretionary basis, meaning clients make the final decisions. Tesseract focuses on global asset allocation using publicly traded securities, exchange traded funds, or mutual funds. Tesseract also provides global macro research and investment strategy analysis, primarily for institutional investors. Additionally, Tesseract offers referral services, connecting clients with third-party investment advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Tesseract Partners provides investment strategies and recommendations, but does not manage client portfolios directly. There is a $5,000 minimum annual fee for investment management services, which may vary depending on the level of support required.
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