Savoie Capital offers discretionary investment management, tailoring services to client objectives but generally restricting client-imposed investment limitations. The firm's strategy involves active trading in various U.S. and international securities, divided into Premium Yield, Premium Yield Plus, Equity Growth, and Treasury Yield programs. Savoie Capital may also offer non-discretionary advisory services, customizing advice based on client needs, including portfolio construction and hedging. As of January 31, 2025, Savoie Capital managed approximately $957.66 million on a discretionary basis and $272.02 million on a non-discretionary basis.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees may be negotiable.