Halyard Asset Management provides investment advisory services focused on fixed income and foreign exchange strategies. They manage investments for separately managed accounts, an exchange traded fund, and other funds. Halyard's services include creating investment programs, evaluating economic and market information, and determining which securities to buy or sell. Halyard generally has broad investment authority, and tailors its management of accounts to each client's investment objectives and guidelines.
Assets Under Management$1.5B
Clients20
AdvisorsN/A
Avg. per Client$77M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.50% |
| $50.0M - $100.0M | 0.35% |
| $100M+ | 0.23% |
Fee schedule shown is for Intermediate Fixed Income strategy. Reserve Cash Management strategy has lower fees. Fee arrangements with certain funds are individually negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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