Princeton Asset Management is a registered investment advisor that manages fixed income portfolios for institutional and individual clients. Princeton offers two main strategies: Core Fixed Income and Opportunistic Credit. The firm incorporates environmental, social, and governance (ESG) values into its investment process. Princeton has discretionary authority to manage client accounts, but clients can place limitations on investment decisions.
Fee Structure
Princeton Asset Management charges a percentage of the assets they manage. For the Princeton Opportunistic Credit Strategy, the fee is 1.00% per year. For the Princeton Core Fixed Income Strategy, the fee is negotiable based on the size of the account and the type of client. Some existing clients may be billed around 1% annually on assets under management or the account's gross position value when the account is using leverage. Fees are billed monthly based on the month-end account value.