Gifford Fong Associates offers equity and fixed income investment strategies for institutional investors. The firm uses its own investment technology to achieve above-benchmark returns. Services include portfolio optimization and management, independent valuation, fixed income analysis, credit risk analysis, derivative analysis, evaluation audit support, and litigation support. Relationships are tailored to client needs, focusing on expertise in investment research.
Assets Under Management$520M
Clients1
AdvisorsN/A
Avg. per Client$520M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.