Select Investment Solutions provides discretionary investment management services to individuals, institutions, and pooled investment vehicles. The firm offers targeted investment strategies, including the Select Dividend US 30 Portfolio, opportunistic strategies, and real asset strategies. Select Investment Solutions determines asset allocation, selects individual securities, and utilizes third-party investment managers. Additionally, the firm manages the Select Real Asset and Water Fund, an unregistered pooled investment vehicle. Select Investment Solutions does not wrap fees and operates as a subsidiary of Lynx Investment Advisory.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees range from 0.25% to 0.75% depending on the strategy. The Select Dividend US 30 Portfolio is charged at 0.30% per year.