Cohalo Advisory provides investment management and advisory services to individuals and organizations, including sub-advisory services. They also offer proprietary alpha/alternative risk premia strategies. Cohalo structures portfolios with a risk-based, multi-asset class approach, diversifying across global public markets. They use various instruments, including exchange-traded products, equity securities, fixed income securities, and derivatives. Cohalo tailors its services to each client's needs, considering their investment objectives, risk tolerance, and cash flow needs.
Fee Structure
Cohalo Advisory offers investment management and advisory services for a standard annual fee of 1% of your portfolio's value. Certain short-term investment mandates and sub-advisory engagements may have lower fees. They also offer proprietary alpha/alternative risk premia strategies with a standard management fee of up to 2.5%. Qualified clients may also elect to have a performance fee of up to 30% of profits, potentially with a reduced management fee. Fees are negotiable and may be higher or lower than other firms.