Worch Capital is an investment management firm providing services to a pooled investment fund and separately managed accounts. For the fund, Worch Capital provides investment advice based on the fund's objectives. For individuals and institutions, Worch Capital offers discretionary and non-discretionary investment management and asset allocation services, tailored to their specific needs. Worch Capital also provides financial planning services in connection with its investment management services. Additionally, Worch Capital provides portfolio and investment consultation services to professional investment managers and other third parties.
Fee Structure
Worch Capital offers investment management services with different fee structures:
- Discretionary Managed Account Program: A quarterly fee of 0.25% (1.0% per year) of the account's value, plus a performance fee of 20% of new net profits.
- Asset Allocation Managed Account Program: A quarterly fee of up to 0.50% (2.0% per year) of the account's value.
- Non-Discretionary Managed Account Program: A monthly fee determined on a case-by-case basis.
Fees are deducted directly from the account.