Systematic Alpha Investments (SAI) offers investment management to high net worth clients, using quantitative and algorithmic methods. SAI's portfolio manager can override these processes. SAI invests in global equities, and may use options, exchange-traded funds (ETFs), and fixed income securities. SAI doesn't offer financial planning, estate, tax, or insurance planning. SAI may recommend other professionals, but clients are not obligated to use them.
Fee Structure
Systematic Alpha Investments' (SAI) annual investment advisory fee is negotiable and is generally a fixed fee dependent on the value of the assets managed. The fee is based on factors like the amount and type of assets and the complexity of the engagement. SAI generally deducts fees or invoices clients monthly, based upon the market value of the assets on the last business day of the previous month. SAI does not generally require an annual minimum fee or asset level for investment advisory services.