Black Swift Group manages investments for high-net-worth individuals, corporations, trusts, and foundations through separately managed accounts. Black Swift establishes investment objectives based on the client's time horizon, liquidity needs, and risk tolerance. The firm selects equity securities through a diversified approach that combines index investing, sector allocation, and specific company selection. Black Swift also utilizes fixed income securities and alternative investments to enhance returns, generate income, and manage portfolio volatility.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable depending on the client's circumstances.