Seraph Capital Associates offers investment management services, allocating client assets among mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and options. Seraph utilizes three investment strategies: a fixed-income strategy, an equity strategy, and a long/short strategy. Clients are responsible for determining which strategy is appropriate for their circumstances. Seraph does not tailor its advisory services to meet the needs of its individual clients, and clients cannot impose any restrictions on the management of their portfolios.
Fee Structure
Seraph Capital Associates offers investment management services for an annual fee based on the amount of your portfolio.
- Fixed income strategy: 1.0% per year
- Equity strategy: 2.0% per year
- Long/short strategy: 3.0% per year
The fees are not negotiable and are charged quarterly, based on the market value of your portfolio on the last day of the billing period.