Fairfax Global Investment Management offers investment advisory services, including managing client accounts using model portfolios comprised of exchange-traded funds or stocks. They provide these services through separately managed accounts, wrap fee programs, and non-wrap fee programs offered through third-party broker-dealers. Fairfax uses a global tactical asset allocation investment strategy and analytical processes to identify trends in asset classes. Clients work with financial representatives to determine the most appropriate model portfolios for their financial situation.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum investment management fee. Actual fee is negotiable and depends on assets managed, complexity, and scope of services.