Christmas Corporation offers ongoing portfolio management services, selecting securities and executing transactions with discretionary authority. They use a fundamental value approach to identify undervalued companies, focusing on financial condition, competitive position, and management capabilities. The firm's investment strategy, Christmas Signature, seeks companies with high operating margins, earnings growth potential, sustainable advantages, and resistance to economic downturns. The portfolio is concentrated on 15-25 stocks and may use ETFs for diversification.
Assets Under Management$5.2M
Clients44
AdvisorsN/A
Avg. per Client$120K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual management fee is 2.00%. Qualified clients may elect to participate in a performance-based fee structure.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.