Rubin Overseas Ltd. provides discretionary investment management services to clients based on their individual investment strategy and any reasonable restrictions they set. Clients can choose from five investment strategies: Fixed Income, Conservative, Balanced, Growth, and a special mandate. These strategies are available in Swiss Francs, Euros, and U.S. Dollars. Rubin does not participate in wrap fee programs.
Fee Structure
Rubin Overseas Ltd. charges an annual fee for managing your investments, ranging from 0.3% to 1.2% of the value of your portfolio. The exact fee is negotiable and depends on your financial situation, the amount you invest, the investment strategy you choose, and the complexity of the services provided. The fee is calculated based on the average value of your account over the previous three months and is billed quarterly.