BQS Management provides investment management services, including advanced trading strategies, primarily to accredited investors and limited partnerships. The firm uses large-cap stocks and exchange-traded funds, employing medium-term proprietary systematic trading. BQS Management analyzes each client's goals and risk tolerance to ensure suitability for its investment strategies, but the advisory services are based on the objective of the investment strategy, not the individual goals of each client.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee schedule for investment management services to individual portfolios is negotiable at asset values of $1,000,000 or greater. In employing advanced trading methodologies for investment management services, BQS Management may assess performance-based fees equal to 20% of the increase in the value of an account’s net assets during the year.