Incline Investment Management manages investment portfolios for individual clients through separately managed accounts, as well as serving as the general partner and investment advisor for a private fund called The Tahoe Fund. Incline Investment Management relies on quantitative, fundamental, and technical analysis, utilizing proprietary strategies such as trend-following systems, equity strategies focused on large-cap U.S. stocks, and global macro trading across currencies, interest rates, commodities, and equities. The firm acts legally required to act in your best interest as a registered investment advisor and tailors its investment management to each client's specific goals and risk tolerance. Incline Investment Management is also registered as a commodity trading advisor and commodity pool operator. The firm was founded in 2018 and is based in Incline Village, Nevada.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee of up to 2.00% based on assets under management. Fees are negotiable. Private fund clients also pay a 20% performance allocation subject to a high-water mark.