Bretwood Capital Partners offers customized investment advisory services. They use a quantitative model combined with fundamental and technical analysis to manage portfolios, generally focusing on mid- to large-cap value equity and ETF positions, balanced and long/short portfolios. Bretwood Capital Partners manages accounts on a discretionary basis, making changes to the allocation as deemed appropriate. They also serve as the investment advisor to two funds: Bretwood Voyager Fund I, L.P. and the Bretwood Municipal Credit Opportunities Fund.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |