Dualitas Capital Management offers investment advice, managing client accounts with the goal of long-term capital growth. Dualitas uses statistical and quantitative techniques to identify potentially profitable trading and investment strategies, applying these to a large body of data. Dualitas may tailor its advisory services to a client's investment objectives, but clients generally cannot restrict investments in specific financial instruments.

Assets Under ManagementN/A
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Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Dualitas Capital Management generally charges a monthly asset-based management fee based on a percentage of the value of the assets in your account. The specific fees are negotiable and depend on factors like the size and complexity of your account, and the length of your relationship with Dualitas. Dualitas also receives performance-based compensation, which is a percentage of the net increase in the value of your account. These fees are also negotiable.

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Dualitas | TrueAdvisor