Gamma Group, Inc. is a registered investment advisor based in Burr Ridge, Illinois, that has been in business since 1996. The firm is solely owned and operated by Ratnam Chitturi. Gamma Group specializes in managing investment portfolios for individuals, living trusts, individual retirement accounts, and custodial accounts. The firm's investment strategy focuses on long-term capital appreciation by building diversified portfolios primarily composed of no-load mutual funds, index funds, and exchange-traded funds. Gamma Group avoids market timing, individual stocks, and complex financial products, preferring a disciplined and consistent approach that balances risk and return according to each client's profile. Client portfolios are held at an independent custodian, and Gamma Group exercises authority to make trades without asking first on a discretionary basis.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.0M | 0.80% |
| $1M+ | 0.80% |
Fees for portfolios above $1,000,000 are negotiable.