Highbury Pacific Capital Corp. provides ongoing investment supervisory services. Highbury Pacific works with a single client to make recommendations based on their objectives. The client's assets are managed by external investment managers overseen by Highbury Pacific. Highbury Pacific's responsibilities include implementing the investment policy statement, overseeing external investment managers, rebalancing the portfolio, reviewing investments, monitoring investment returns, managing investments at reasonable cost, raising timely concerns, monitoring external investment managers, providing portfolio performance reports, managing cash allocation, and purchasing foreign currency.
Fee Structure
Highbury Pacific charges advisory fees for investment management services based on a percentage of the assets they manage. The fees are outlined in the client's Investment Management Agreement. Invoices are sent at each month end and are payable monthly in arrears.