Guiry Capital Management offers investment advice, including developing asset allocation plans and recommending investments. Services are offered on both a discretionary and non-discretionary basis. The firm monitors client asset allocation plans and discusses adjustments with clients. They invest in cash, fixed income, equities, and commodities through mutual funds, separate account managers, and individual securities. They may also recommend investments in REITs, MLPs, foreign currencies, and private partnerships.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The 1% fee may be negotiable depending on the size and nature of the investment advisory relationship. In certain cases, Guiry Capital Management may charge its fee based on the dollar amount allocated to an asset class and the fee charged to each asset class may be at different fee rates.