Mohr Capital Management (MCM) primarily manages investments for pooled investment vehicles like exchange-traded funds (ETFs) and collective investment trusts (CITs). MCM also offers consulting services to institutional investors, providing investment recommendations without directly trading or overseeing client portfolios. MCM creates specialized portfolio models using equities, bonds, and ETFs, with strategies ranging from conservative to aggressive.
Fee Structure
Mohr Capital Management (MCM) does not directly manage investments for individual investors. MCM manages investments for pooled investment vehicles, such as exchange-traded funds (ETFs) and collective investment trusts (CITs), and separately managed accounts (SMAs) for institutional investors. MCM receives a management fee for these services, as detailed in the applicable prospectus or offering memorandum. For SMAs, fees are negotiable and range up to 0.50% depending on the strategy, restrictions, and asset level.