Adaptive Investments offers investment advisory services through exchange-traded funds (ETFs) and asset-allocated model portfolios to financial intermediaries. Adaptive Investments also offers ERISA section 3(38) services and will work with business Clients to develop, design and implement a retirement savings plan investment lineup for its employees. Adaptive Investments also advises a private investment partnership. The firm aims to provide relative returns in up markets and downside protection in declining markets.
Fee Structure
Adaptive Investments manages model portfolios for financial intermediaries, charging a fee based on the assets invested in the portfolio strategy. The annual fee ranges from 0.00% to 0.50% of the assets, calculated and paid at least quarterly. Adaptive Investments also manages exchange-traded funds (ETFs), which have their own advisory fees.