Medora Value Equity manages investments for high net worth individuals, institutions, trusts, and partnerships, focusing on a concentrated, global value equity strategy. Medora aims to provide superior investment returns while maintaining high integrity. Client accounts are managed similarly within the concentrated value equity strategy, but Medora considers individual tax positions and unique requirements. Medora also works with clients to ensure their investment goals and risk tolerance align with the strategy.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on services provided and special circumstances. Performance fee arrangements may be available and negotiated for certain clients, as permitted by law. Medora also provides sub-advisory services to other registered investment advisors at fees generally equal to or lower than its basic fee schedule.