Marram Investment Management provides investment management services to individuals, high-net-worth individuals, and other entities through separately managed accounts. Founded in 2010 and led by Vivian Y. Chen, the firm aims to achieve long-term superior risk-adjusted returns by investing opportunistically across a variety of securities, including equities, fixed income, and derivatives. Marram Investment Management generally does not tailor its investment strategies to individual client needs, though clients may request certain investment restrictions on a case-by-case basis. The firm maintains full authority to make trades without asking clients first.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Marram Investment Management charges an annual management fee of 2% for non-qualified clients and 1% for qualified clients. Performance-based incentive allocations of 20% may also apply to qualified clients.