EmStone Advisers manages fixed income portfolios for institutional clients and high-net-worth individuals. EmStone uses a conservative, disciplined investment approach combining quantitative and fundamental tools. Strategies include fixed income, short duration, and cash management. EmStone also offers inflation-protected, custom, liability-driven, and balanced portfolios using ETFs.
Assets Under Management$44M
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
EmStone's fees are based on the value of your portfolio and billed quarterly. The annual fee schedule is:
- Fixed Income Intermediate Government/Credit:
- 0.375% on the first $10 million
- 0.325% on the next $25 million
- 0.25% on the excess over $25 million
- Fixed Income Short Duration:
- 0.25% on the first $10 million
- 0.20% on the next $25 million
- 0.15% on the excess over $25 million
- Cash Management:
- 0.30% on all assets
Fees are negotiable for accounts that meet the stated minimums based on special circumstances.
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