Channel Investment Partners offers investment management services, providing ongoing supervision of client accounts. They also offer investment model consulting services, providing trade signals to clients who manage their own portfolios. Channel Investment Partners specializes in developing investment models and portfolio management solutions using bonds and other fixed income solutions. They manage accounts based on clients' financial situations, investment objectives, and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25M+ | 0.35% |
Fees are negotiable based on the type of client, the complexity of the client's situation, the potential for additional account deposits, the relationship of the client with the investment adviser representative, and the total amount of assets under management for the client.