Infanger Investment Technology (IIT) manages investments using quantitative techniques. IIT offers global asset allocation strategies and regional equity strategies, primarily for financial institutions. IIT's approach involves ranking potential investments based on proprietary metrics and constructing diversified portfolios using optimization software. IIT also provides software for equity portfolio management and asset allocation.
Assets Under Management$530M
Clients1
Advisors1
Avg. per Client$530M
Avg. per Advisor$530M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
0.3% per year for global balanced portfolios. 0.5% per year for Equity Portfolios.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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