Morningside Asset Management provides direct investment management services on a discretionary basis to trusts, businesses, corporations, pension and profit-sharing plans, and state and municipal entities. Morningside Asset Management employs fundamental analysis to evaluate securities and construct long-term investment portfolios. The firm utilizes proprietary software and quantitative models to automate data gathering, portfolio rebalancing, and trade execution. Morningside Asset Management requires a minimum account size of $3,000,000, though this minimum may be waived at management's discretion. The firm's management team includes professionals with extensive background in institutional asset management and investment research.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.90% |
| $50.0M - $100.0M | 0.85% |
| $100M+ | 0.75% |
Fees are negotiable at the sole discretion of Morningside Asset Management management.