Treasure Investment Management offers investment advisory services through its web-based platform. Clients provide company information and select an asset allocation strategy from three options: Managed Money Market, Managed Treasuries, and Managed Income. Treasure manages the underlying allocations, including security selection and weighting. Clients can change their strategy or restrict specific securities. Treasure's platform is also available through API partners, offering enhanced technology and consolidated financial management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Treasure reserves the right to negotiate different fees for certain clients. Clients who open an account through an API Partner will be charged an additional Joint Technology Fee by Treasure's affiliate, Treasure Technologies.