Two Centuries Investments (TCI) provides ongoing portfolio management based on individual client goals and risk tolerance. TCI creates an Investment Policy Statement for each client. TCI also offers consulting services to unaffiliated, third-party institutional asset managers in relation to the research, design and development of investment strategies. TCI generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equity securities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities and venture capital funds.
Fee Structure
Two Centuries Investments (TCI) offers several investment strategies, each with its own fee schedule based on the amount of your portfolio. Fees are negotiable for portfolios over $50,000,000. Here's a breakdown:
- Conservative Risk Multi-Asset Solution (Dynamic Conservative):
- 0.45% per year on portfolios between $100,000 and $10,000,000
- 0.35% per year on portfolios between $10,000,001 and $25,000,000
- 0.25% per year on portfolios between $25,000,001 and $50,000,000
- Moderate Risk Multi-Asset Solutions (Dynamic Balanced):
- 0.75% per year on portfolios between $100,000 and $10,000,000
- 0.65% per year on portfolios between $10,000,001 and $25,000,000
- 0.55% per year on portfolios between $25,000,001 and $50,000,000
- Equity Solutions (Focused Quality Strategies):
- 0.85% per year on portfolios between $150,000 and $10,000,000
- 0.65% per year on portfolios between $10,000,001 and $25,000,000
- 0.55% per year on portfolios between $25,000,001 and $50,000,000
- Moderate Risk Multi-Asset Solutions (Dynamic Blend):
- 0.80% per year on portfolios between $1,000,000 and $10,000,000
- 0.65% per year on portfolios between $10,000,001 and $25,000,000
- 0.55% per year on portfolios between $25,000,001 and $50,000,000
- High Risk Portable Alpha Alternative Solution (Dynamic Alpha):
- 1.00% per year on portfolios between $1,000,000 and $10,000,000
- 0.90% per year on portfolios between $10,000,001 and $25,000,000
- 0.80% per year on portfolios between $25,000,001 and $50,000,000
- Custom Cash Management Solutions:
- 0.12% per year on portfolios of $1,000,000 and up