Octant Quantitative Investment Management is a registered investment advisor based in Salt Lake City, Utah, that provides quantitative investment management services to high-net-worth individuals and institutional clients. The firm utilizes mathematical models and algorithms to execute short-term trading strategies primarily using actively traded mutual funds and variable annuities through third-party platforms like ProFunds and Nationwide Advisory Solutions. Octant has full trading authority to buy and sell securities without prior client approval for each trade. The firm's strategies are quantitative and speculative, focusing on daily market exposure adjustments and leveraged mutual fund investments. Octant does not customize its services for individual clients and does not allow clients to impose restrictions based on personal values. The firm was founded in 2012 and is principally owned by Michael James Thornton and David Taylor Holley.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Strategies without performance-based fees may have asset-based fees up to 2.50%. Fees are negotiable depending on client needs and strategy executed. Qualified investors are also charged a 20% performance fee on net profits above a monthly high-water mark.