Strategic Global Advisors (SGA) is an investment advisor that manages portfolios primarily in international, domestic, and global equity strategies. SGA uses a combination of quantitative analysis and fundamental research to select stocks. SGA offers services through separate accounts, wrap accounts, model portfolios, and collective investment trusts. SGA manages accounts on a discretionary and non-discretionary basis.
Fee Structure
SGA charges an annual fee based on the value of your account. The fee varies depending on the investment strategy you choose and the size of your account. Here are some examples of annual fees for different strategies, assuming a minimum account size of $25 million:
- International Equity: 0.70%
- International All Country World ex-US: 0.65%
- International All Cap Equity: 0.75%
- International Small Cap Equity: 0.90%
- Emerging Markets Equity: 0.90%
- Global Equity: 0.60%
- U.S. Large Cap Equity: 0.45%
- U.S. Small Cap Equity: 0.70%
These fees may be negotiable based on various factors. You'll also pay brokerage commissions and other transaction-related fees.