MEAG NY offers investment advice on fixed income and alternative assets (infrastructure debt/equity, real estate) to Munich Re Group entities. MEAG NY monitors client investment restrictions and ensures portfolios align with guidelines. MEAG NY manages assets on both a discretionary and non-discretionary basis.
MEAG NY's investment advisory fees are calculated based on the market value of the managed portfolio. The advisory fee rates are negotiable and can vary based on investment objectives, the nature and extent of services, the types of assets managed, and other competitive factors. Clients are billed quarterly in advance, and any prepaid, unearned fees are refunded on a pro-rata basis upon termination.