Ceeto Capital Group provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Ceeto Capital Group creates a personalized investment policy statement for every client and handles asset allocation, asset selection, and regular portfolio monitoring. The firm generally focuses its investment advice on mutual funds, fixed income securities, real estate funds, equities, hedge funds, private equity funds, exchange-traded funds, commodities, and venture capital. In addition to traditional portfolio management, Ceeto Capital Group may recommend alternative fund managers. The firm serves high-net-worth individuals, trusts, foundations, endowments, and pension funds.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally negotiable.