TRG Capital Management offers investment advice to individuals, businesses, pension plans, trusts, and charitable organizations. TRG provides both discretionary and non-discretionary portfolio management services. For discretionary accounts, TRG uses a risk questionnaire to develop a customized portfolio. Investment strategies include traditional investments using ETFs and closed-end funds, dynamic rising dividends, dynamic elite equity portfolio, dynamic capital protection, and fixed income investments. TRG also manages a private fund, TRG Dynamic Risk Manager-Level 2 Fund, L.P., for accredited investors.
Fee Structure
TRG Capital Management charges an annual management fee for separately managed accounts, ranging from 0.60% to 1.25% of the value of your portfolio. The specific fee depends on the investment strategies used. For accounts with more than $5,000,000, fees are negotiable. TRG also manages the TRG Dynamic Risk Manager-Level 2 Fund, L.P. with fees ranging from 0.50% to 1.30% depending on the year and initial commitment level. Performance-based fees may also apply to the fund.