Ravensview Capital Management offers investment counsel services tailored to each client's goals, risk tolerance, and time horizon. This includes goal planning, risk assessment, investment strategy, asset allocation, and portfolio monitoring. Ravensview Capital also provides special project advisor services for unique and specialized advice. Ravensview Capital generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, derivatives, and hedge funds.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |