Expected Value Management (EVM) offers investment management services to pooled investment funds and individual managed accounts. EVM also provides risk management software. EVM's investment approach focuses on identifying risks and providing risk measurement frameworks. EVM tailors its services to individual client needs by assessing their goals, assets, and liabilities, and develops a written financial plan. Only managed account investors with a minimum of $1 million can negotiate specific investment restrictions. EVM manages funds on a discretionary basis and offers technology or analytics software.
Fee Structure
Expected Value Management (EVM) charges a management fee of 1% per year on the value of your investments, assessed quarterly. EVM also receives performance-based fees equal to 10% of the net appreciation in the portfolio, subject to a negotiated hurdle. For managed accounts with less than $1 million invested, you may negotiate fixed fees ranging from $1,250 to $2,500 per quarter.