Villanova Investment Management Company (VIMCO) offers investment management services with full discretion over client accounts, subject to client-imposed limitations. VIMCO serves individuals, corporations, pension plans, and charitable organizations. Investment strategies are tailored to client objectives, sometimes mirroring those used in VIMCO's private funds. VIMCO focuses on US small-cap equities trading below their assessed private market value, aiming for capital preservation and outperforming the Russell 2000 Value index.
Fee Structure
Villanova Investment Management Company's fees for individually managed accounts are calculated and paid at the end of each month. These fees, which are individually negotiated, are expected to range from 0.40% to 0.90% annually based on the value of the assets in the managed account. The specific fee depends on the client's investment goals, the size of the account, the total amount of the client's assets managed by Villanova Investment Management Company, and other factors.