Ceres Capital Management specializes in purchasing and holding companies for the long term, aiming for reasonable returns on a risk-adjusted basis. They use fundamental strategies, including Austrian Economics and Benjamin Graham Value Investing, to identify robust companies with durable advantages. Ceres also provides financial advisory and consulting services on a non-managed, non-discretionary basis, covering areas like tax planning, student loans, real estate, and small business planning.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Ceres Capital Management generally does not negotiate fees.