Customers' Yachts Advisers manages investment portfolios for individuals, IRAs, corporations, and other trusts, aiming for long-term growth. They use low-cost exchange-traded funds to diversify across different asset classes and geographies. Their approach is global equity-oriented and not suited for short-term investing. They may deviate from a global-diversified strategy to match client needs or avoid certain geographic regions.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.98% |