The Portfolio Strategy Group (PSG) offers investment management and financial planning services. PSG manages investment portfolios using a combination of individual security selection and external investment managers. PSG also offers financial planning services, both for a fee and at no additional cost, designed to help clients assess their financial situation and pursue their objectives. PSG also manages hedge funds and other pooled investment vehicles.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.75% |
| $10M+ | 0.75% |
Amounts in excess of $10,000,000 of Client assets are subject to a negotiable fee. Some legacy Clients pay lower fees based on the fee schedule existing at the time they became Clients. For PSG's management of Clients' fixed income portfolios, an annual fee equal to 0.5% (0.125% quarterly) of the assets under management is charged. In certain cases, new Clients referred by Third party sources may be charged up to a 1% annual (0.25% quarterly) management fee.