Downtown Investment Advisory (DIA) manages investments for individuals and institutions in separate managed accounts, where clients hold their assets at a third-party custodian. DIA creates customized investment strategies focused on long-term growth, income, and capital preservation, tailored to each client's financial objectives and risk tolerance. DIA specializes in custom fixed-income portfolios. DIA manages client accounts with the client's best interest in mind.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees are for clients that are not charitable organizations. DIA charges a Fee of 0.90% per annum of client assets under management, for clients that are charitable organizations. Accounts of this type over $2,000,000 are charged a 0.80% per annum Fee. Fees are generally negotiable.