System Research manages investment portfolios for individuals and high net worth individuals. They use computer models to make short-term to intermediate-term market timing decisions, trading mutual funds, exchange traded funds, and stocks. The firm's programs offer long and short exposure to various asset classes, including fixed income, currency, commodities, digital assets/cryptocurrency, equity indexes/sectors, and individual equities.
Assets Under Management$4M
Clients10
Advisors1
Avg. per Client$400K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
System Research charges an annual investment advisory fee, paid quarterly. The fees vary depending on the investment strategy used:
- Weekly Reversion strategy: 1.50% per year
- Hydra, Diversified & Active Equity Index strategies: 1.75% per year
- CE Inter strategy: 2.00% per year
The fees are negotiable in certain cases.
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