BTV Capital LLC is an investment management firm based in Vermont that manages portfolios using a specialized strategy focused on options, indexes, and futures volatility. BTV Capital believes that markets are sometimes inefficient and that options and futures can temporarily misprice, creating opportunities for positive returns when prices return to long-term averages. Because of this focus, BTV Capital's investments are not intended to be diversified and can experience substantial fluctuations in value, with the main goals being speculation and growth using leverage. BTV Capital typically has full authority to make trades without asking clients first. BTV Capital serves individuals, high net worth individuals, charitable foundations, trusts, and other entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
For clients who qualify as qualified clients under federal rules, the fee is 2.0% annually plus a 20% performance-based fee on net profits. Fees may be negotiable.