1832 Asset Management U.S. Inc. offers discretionary investment management services. The firm invests in stocks, bonds, notes, debt obligations, commercial paper, loans, asset-backed securities, and exchange-traded funds. 1832 U.S. provides portfolio management and sub-advisory services tailored to meet the needs and investment objectives of the client. Mandates offered include Balanced, Canadian Equities, U.S. Equities, Foreign Equities, as well as Fixed Income portfolios.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees may be negotiated for certain client accounts depending on factors such as amount of assets under management, range of investments, complexity of the client's financial circumstances, number of family accounts, advisor relations, and other factors including large personal accounts, institutional accounts, and non-profit accounts if approved by the Advisor.