Integral Health Asset Management provides investment advisory and sub-advisory services to managed accounts and manages affiliated pooled investment vehicles. The firm tailors its services to each client's investment objectives and strategies, as outlined in their governing documents. The firm's investment strategy focuses on achieving superior returns by investing in equity securities with significant appreciation potential over the medium to longer term, primarily in the healthcare sector.
Fee Structure
Integral Health Asset Management manages investments for managed accounts and affiliated investment funds. The fees for managed accounts are negotiated with each client. The investment funds pay a quarterly management fee of 0.375% (1.50% annually) of the net asset value of each investor's capital account. A Founders Class of shares is charged 0.1042% (1.25% annually). The firm may also receive a performance allocation based on net profit.