High Grade Investment Solutions (HGIS) is an investment advisory firm that provides active portfolio management of high-quality tax-exempt and taxable securities. HGIS tailors its service to provide investors with a risk-controlled, actively managed Municipal Bond strategy. HGIS recommends allocating investment management assets among high-quality Municipal bonds and/or Treasury bonds. Each client’s portfolio is managed separately, investing in bonds with credit ratings of AAA-AA. The firm also acts as a sub-advisor to other investment advisory firms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
The firm, in its sole discretion, may charge a lesser investment management fee, based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, negotiations with client, etc.)