Lone Peak Global Investors (LPG) offers investment management services through separately managed accounts (SMAs) to direct clients and through sub-advisory arrangements. LPG focuses on value investing, primarily seeking stocks with attractive returns on capital and free cash flow. LPG does not offer asset allocation or financial planning services. The firm also manages a mutual fund and provides model portfolios to third-party investment platforms.
Fee Structure
Lone Peak Global Investors' fees for investment management are individually negotiated and can be up to 1.10% of the value of your portfolio. The minimum account size is $5 million. Fees are generally paid quarterly, based on the portfolio value at the end of the quarter. Fees may be lower for accounts pursuant to other consulting or sub-advisory arrangements.