EULAV Asset Management manages the Value Line Family of Mutual Funds and offers separately managed accounts to individuals and institutions. The firm utilizes proprietary research and ranking systems—such as Safety and Timeliness ranks—to build quantitatively driven portfolios across various asset classes, including equities, fixed income, and hybrid strategies. EULAV Asset Management also serves as a model provider on several major investment platforms and acts as an index provider for exchange-traded funds. The firm focuses on disciplined, research-backed investment strategies designed to help clients meet their long-term financial goals.
Assets Under Management$3.7B
Clients6
AdvisorsN/A
Avg. per Client$620M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Applies to separately managed accounts. Mutual fund fees are embedded in fund expense ratios.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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