Boggess Asset Management is a quantitative investment firm that manages investment portfolios for pooled investment vehicles and single investor funds. The firm uses AI and fundamental valuation techniques to trade factor-based models. Boggess Asset Management focuses on risk management and capital preservation, believing traditional asset allocation underserves investors. The firm offers Momentum, Total Return, Risk Parity, SVO Insurance, and Private Investment strategies.
Fee Structure
Boggess Asset Management manages investments through commingled fund vehicles and single investor funds. The standard minimum fee is 2% of the client’s assets under management annually, which is $40,000 on a $2,000,000 minimum investment. Performance fees are also charged and are negotiable.