Decision Options offers investment advice and portfolio management to individuals based on their goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide investment decisions. Decision Options also manages a private investment partnership, Do Asset Management, LLC. They invest in equity securities, commercial paper, options, futures, real estate partnerships, hedge funds, REITs, private placements, and government securities.
Fee Structure
Decision Options offers investment management services to individual clients. The quarterly management fee is 0.75% (3% annually) of the account's net assets for non-qualified clients and 0.50% (2% annually) for qualified clients. Qualified clients may also pay a performance-based fee of 20% of net profits each quarter, subject to a high watermark. Fees are billed in arrears.