Strategic Capital Allocation Group manages investment portfolios and provides ongoing advice using proprietary asset allocation and risk management systems. The firm offers both discretionary portfolio management, featuring its Quatrain Multi-Asset Solution core strategy, and non-discretionary investment advisory services. Strategic Capital Allocation Group focuses on maximizing diversification across uncorrelated risks, tailoring asset allocation based on client objectives and tolerance for loss, and evaluating investment options through quantitative research. The firm primarily serves high-net-worth individuals and institutional clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Non-discretionary accounts are charged 0.50% annually, while discretionary accounts (Quatrain Multi-Asset Solution) are charged 1.00% annually. Fees may be negotiable.