Loop Capital Asset Management – TCH specializes in fixed income investment management, primarily serving institutional clients such as retirement and pension plans, government entities, trusts, estates, endowments, foundations, and mutual funds. The firm crafts customized fixed income portfolio management solutions designed to meet specific client objectives, utilizing a research-driven, relative value process that combines quantitative tools and fundamental analysis. Loop Capital Asset Management – TCH manages portfolios on a team basis and allows clients to place reasonable restrictions on their accounts. Additionally, the firm manages two registered mutual funds: the LCAM Strategic Income Fund and the LCAM Total Return Fund. Loop Capital Asset Management – TCH operates as a wholly-owned subsidiary of Loop Capital.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25.0M | 0.50% |
| $25M+ | 0.25% |
Fees are negotiable based on the particular requirements and circumstances of each account. Flat fees may be charged in limited circumstances.