Growthline Capital Management (GCM) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. GCM creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. GCM primarily recommends equities and private equity, but may use other securities for diversification. GCM also manages a private investment fund. GCM does not participate in wrap fee programs.
Fee Structure
Growthline Capital Management offers investment management services to qualified clients. These clients will pay an annual fee of 0.5% to 1.00% of the value of their portfolio, along with a 10% to 20% performance fee based on how much the portfolio's value increases. This performance fee is calculated using a "high water mark," meaning you only pay the fee on gains above the portfolio's previous highest value.