PMV Capital Advisers is a registered investment advisor founded in 2020 and based in Dallas, Texas. The firm provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and retirement plans. PMV Capital Advisers primarily builds portfolios using quantitative analysis and momentum strategies, investing across a range of exchange-traded funds that cover global equities, fixed income, commodities, physical gold, currencies, and cash. Client portfolios are customized based on individual risk tolerance and investment objectives. In addition to managing direct client accounts, PMV Capital Advisers serves as a sub-advisor for other platforms and provides model portfolio strategies to third-party technology platforms. The leadership team includes President Daniel Snover, Chief Operating Officer Mark DiGiannantonio, and other principals with extensive backgrounds in financial analysis and investment management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees vary between 0.0% and 2.0% and are negotiated on an individual basis depending on facts, circumstances, and assets managed. Some client assets may be excluded from the fee calculation as specified in writing.