Eventide Asset Management, LLC

Fee-Only (% of Portfolio)

Eventide Asset Management provides investment advice based on ethical values inspired by the Christian faith. They manage a range of investment strategies, seeking companies with strong fundamentals that create value for stakeholders. Eventide offers services to mutual funds, private funds, exchange-traded funds (ETFs), and separately managed accounts (SMAs). They also offer non-discretionary model portfolios.

Assets Under Management$6.4B
Clients26
Advisors2
Avg. per Client$250M
Avg. per Advisor$3.2B

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Eventide Asset Management manages investments through mutual funds, private funds, exchange-traded funds (ETFs), and separately managed accounts (SMAs). Fees vary depending on the product, strategy, and service level. For separately managed accounts, fees are charged based on the amount of assets managed. The fees and minimums for separately managed accounts are listed in the brochure.

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Location

2 Advisors at this firm