Hefti Capital Management provides investment management services to individuals and endowment funds. The firm builds customized portfolios tailored to each client's specific goals, time horizon, and risk tolerance. Using a research-driven methodology, Hefti Capital Management incorporates economic, quantitative, technical, cyclical, and fundamental analysis to guide its active asset allocation framework. Client accounts are under continuous review, with formal portfolio reviews conducted quarterly by the Chief Investment Officer. Hefti Capital Management holds the authority to make trades in client accounts without asking first, and clients pay any transaction fees charged by their account custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees are 1.5% annually, paid quarterly at 0.375%.