Generation PMCA offers investment management services, primarily through separately managed accounts. They focus on long-term capital growth by investing in undervalued securities, while managing risk. They tailor their services to individual client needs, considering their financial situation, investment objectives, and risk profile. They manage growth, income, and balanced accounts, constructing portfolios based on model allocations, adjusted for client-specific factors.
Fee Structure
Generation PMCA charges a base management fee annually, deducted quarterly from client accounts. The standard fee is 1.25% for growth accounts and 1.0% for income accounts, based on the value of the account. Performance fees may also apply to "qualified clients" with growth objectives, equal to 20% of the account's appreciation exceeding a 6% annual hurdle rate.