March Capital Corp is a registered investment advisor located in Chicago, Illinois, offering ongoing portfolio management services to individuals, with a general focus on high-net-worth clients. Founded in 1970 and led by Richard Jay Rice, March Capital Corp designs personalized investment strategies by creating an Investment Policy Statement for each client. The firm tailors its services through an interview process to understand specific client needs, risk tolerance, and time horizons, while allowing clients to impose restrictions on certain securities or types of securities. March Capital Corp limits its investment advice primarily to mutual funds, fixed income securities, real estate funds including real estate investment trusts, insurance products such as annuities, equities, exchange-traded funds, commodities, and non-U.S. securities. The firm employs fundamental analysis along with long-term trading and options trading strategies. Additionally, certain representatives of March Capital Corp are registered representatives of a broker-dealer and may accept compensation for the sale of investment products, presenting a conflict of interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are generally negotiable and memorialized in the client's advisory agreement.