Black Swift Group manages investment portfolios for high-net-worth individuals, corporations, trusts, and foundations through separately managed accounts. Black Swift Group uses a diversified approach combining index investing, sector allocation, fundamental company analysis, fixed income securities, alternative investments, and derivatives. In addition to managing individual accounts, Black Swift Group serves as the investment adviser to three private investment funds. Black Swift Group also offers financial planning services covering retirement, cash flow, tax strategies, and estate planning at no extra cost.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual management fee is generally 1% of assets under management. Fees are negotiable.