Guggenheim Partners Investment Management, LLC
Guggenheim Partners Investment Management, LLC is an institutional investment adviser that implements fixed income and equity asset management strategies for a variety of institutional clients, including separately managed accounts, registered investment companies, unregistered pooled investment vehicles, and collective investment trusts. The firm utilizes a specialized investment process disaggregated into macroeconomic research, sector teams, portfolio construction, and portfolio management. Guggenheim Partners Investment Management primarily serves institutional and high-net-worth clients, requiring a minimum account size of $100 million for separately managed accounts, though this is subject to the firm's discretion.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard management fee for institutional separately managed account portfolios generally ranges up to 1.00 percent annually. Fees are negotiable based on account size, type of service, and relationship.