Tallwoods Partners specializes in providing outsourced chief investment officer services to high-net-worth individuals, family groups, and institutional investors. Tallwoods offers portfolio management services as part of each client’s overall financial plan, using traditional and alternative assets. Tallwoods can tailor investments and construct an allocation that is unique to each of its client’s circumstances.
Fee Structure
Tallwoods Partners typically charges a percentage of the value of your portfolio. The exact fee is negotiated individually with each client, based on the amount you invest and the scope of the engagement. Fees are generally billed quarterly, either in advance or after the quarter, as agreed upon with the client. For some clients, Tallwoods' fee is a flat amount billed quarterly in advance. Some clients may also have an incentive-based fee component.