SBB Research Group manages investments for various investment vehicles, including proprietary accounts, family trusts, pooled investment vehicles, and separately managed accounts. SBB Research Group uses quantitative models to identify market conditions and analyze asset prices. The firm invests primarily in structured products, options, and exchange-traded funds (ETFs), and may also invest in common stocks. SBB Research Group provides investment advice directly to its funds, not to the investors individually.
Fee Structure
SBB Research Group manages investments for pooled investment vehicles and separately managed accounts. The management fees for the funds are generally 1% of each investor's annual capital commitments or account value, paid monthly in advance. Fees may vary based on the size of the investment, investor class, or negotiated terms. The firm does not have a standardized fee schedule for separately managed accounts; fees are negotiated and may be modified. The firm also manages certain non-discretionary separately managed accounts for a flat fee.