Fidelis Investors provides investment advisory services on a discretionary basis to pooled investment vehicles and separately managed accounts. Fidelis identifies and evaluates investment opportunities, executes transactions, reviews investment processes, and monitors client performance. The firm's clients are primarily institutional investors.
Assets Under Management$1B
Clients7
AdvisorsN/A
Avg. per Client$140M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Fidelis Investors manages investments for pooled investment vehicles and separately managed accounts. Clients pay an annual management fee ranging from 0.50% to 1.30% of the amount invested. The fee is charged monthly or quarterly, either in advance or after the period, depending on the client's agreement. Fees may vary between investors within the same product offering.
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Location
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