Sophis Investments offers discretionary portfolio management services, focusing on a concentrated investment strategy with a limited number of long equity positions. Sophis Investments employs a "bottom-up" analysis and fundamental research to identify investment opportunities. The firm also provides tailored investment advisory services as applicable to clients.
Fee Structure
Sophis Investments charges an annual management fee ranging from 1% to 2% of the value of your portfolio, depending on your investment goals. Fees are calculated and paid quarterly, based on the portfolio value on the last business day of the quarter. Some clients may be eligible to pay a performance-based fee instead of the management fee, equal to 10% to 20% of the net capital increase of the account.