Analytic Investment Management provides investment management and wealth consulting services for individuals, high net worth clients, and institutions. Founded in 2007 and based in California, Analytic Investment Management offers pre-built active portfolios utilizing proprietary algorithms and software for asset selection and risk management. For investment management clients, Analytic Investment Management builds separately managed accounts through Interactive Brokers, operating with discretionary authority to execute trades. The firm also offers wealth management consulting on a pay-as-you-go project or hourly basis covering topics such as investment policy development, asset allocation, retirement planning, college funding, and insurance reviews. Clients can choose a percentage-based fee structure for investment management, and qualified clients with at least $1,000,000 invested may alternatively elect a performance-based fee structure. Analytic Investment Management emphasizes a fee-based approach without selling third-party commission products or accepting referral fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Qualified clients with a minimum investment of $1,000,000 may elect a performance-based fee equal to 20% of capital appreciation subject to a 10-year high water mark, instead of the percentage-based fee.