A Sling & A Stone manages investment portfolios for individuals, trusts, corporations, and limited partnerships. The firm uses active strategies based on its proprietary Market Anomaly Program (MAP) and passive indexing strategies (IPA). They also manage cash for clients seeking competitive returns with high liquidity. Accounts are held at Interactive Brokers, LLC or American Funds/Capital Group.
Assets Under Management$100M
Clients377
Advisors2
Avg. per Client$280K
Avg. per Advisor$52M
Fee Structure
Investment management only (planning not offered)
A Sling & A Stone offers several investment management programs with different fees:
- Market Anomaly Program (MAP): 0.85% per year for non-accredited investors.
- Indexed Program Account (IPA): 0.35% per year.
- Hedged Indexed Program Account (HIPA): 0.60% per year.
- '40 Act Fund Program and Cash Management Program: 0.25% per year.
Accredited investors may elect a performance-based fee of 0.50% of account principal plus 2.0% of account growth. The firm also charges an account administration fee tiered based on the total value of all accounts managed by the firm.
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