Prodeo Asset Management provides investment advisory services through separately managed accounts and the Prodeo Global Allocation Fund. Prodeo uses quantitative, rules-based investment strategies that rotate across global asset classes, countries, market sectors, and individual equities, utilizing proprietary leading indicators and liquidity tools to manage risk and attempt to outperform traditional benchmarks. Prodeo tailors its investment advice based on each client's individual goals, risk tolerance, and time horizon. The firm focuses primarily on active investment management rather than comprehensive financial planning.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Management fees for separately managed accounts are negotiated individually and expected to range between 0.25% and 1.00% annually. The firm may also charge an annual performance-based incentive fee.