Tributary Capital Management is a registered investment advisor headquartered in Omaha, Nebraska. Tributary Capital Management provides investment management services for both institutional and individual investors, building portfolios tailored to each client's specific objectives and guidelines. The firm offers several separately managed account strategies—including small cap, small/mid cap, large cap, all cap, all cap plus, and equity income—as well as individually managed accounts that are customized to a client's unique instructions. In addition to direct account management, Tributary Capital Management serves as the advisor for a family of mutual funds and participates in wrap fee programs. Investment portfolios are actively managed based on fundamental research and risk management principles.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.80% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.65% |
Rates shown are for Small, Small/Mid, All Cap, and Individually Managed strategies. Large Cap, Multi Cap, and Equity Income strategies have a separate tiered schedule starting at 0.65% for the first $10 million. Advisory fees may be negotiable based on specific account characteristics.