Amphora Capital Investors provides investment advisory services, primarily managing portfolios of small cap equities for institutions and high net worth individuals. Accounts are typically managed with the client's risk and return objectives in mind. Amphora offers equity and balanced portfolios, investing in domestic small capitalization companies, and may invest in mid cap and foreign companies. The fixed income portion of balanced accounts are invested in primarily U.S. Treasury and Agency debt; investment grade corporate bonds and preferred stocks; mortgage backed securities; and municipal debt.
Fee Structure
Amphora Capital Investors' fees are based on a percentage of the value of your investments. The fees may be negotiable. Different fee schedules may apply to different types of clients and strategies.
For balanced portfolios, the annual fee is:
- First $2,000,000 — 1.00%
- Next $3,000,000 — 0.75%
- Over $5,000,000 — 0.50%
For small cap equity portfolios, the annual fee is:
- First $10,000,000 — 1.00%
- Next $15,000,000 — 0.90%
- Over $25,000,000 — Fees are Negotiated