Ot Research

Fee-Only (% of Portfolio)

OT Research provides investment management services to other investment advisors (TPAs) who manage pooled investment vehicles and investment companies. OT Research manages assets on a discretionary basis, using systematic investment strategies focused on generating uncorrelated alpha. They invest primarily in listed US equities and comparable securities in non-US markets, using automated and scalable trading processes.

Assets Under Management$700M
Clients4
AdvisorsN/A
Avg. per Client$180M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

OT Research provides investment management services to other investment advisors (TPAs) and charges a maximum annual rate of 1.3% of the assets they manage. The fees are paid monthly. The specific terms and conditions are described in the agreement with the TPA. OT Research may also receive performance-based fees.

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Ot Research | TrueAdvisor