Changing Parameters, LLC offers investment management services to trusts and mutual funds, specifically the Changing Parameters Fund. It also provides tactical asset allocation services to the Fund and separate account clients, investing in bond, equity, and money market mutual funds using price trend analysis. For separate account clients, Changing Parameters may invest all or substantially all of their funds in the Changing Parameters Fund. Financial planning services, including asset allocation, tax planning, and insurance advice, are also available.
Fee Structure
Changing Parameters charges a percentage of the assets they manage for their tactical allocation services. The specific percentage is negotiated with each client, but the total advisory fees paid will not exceed 2.50% per year of the assets managed, including any fees charged by the Changing Parameters Fund. For the Changing Parameters Fund, Changing Parameters receives an annual management fee equal to 1.50% of the average daily net assets of the fund, payable monthly.