Mount Murray Investment is a Quebec-based investment advisory firm offering discretionary portfolio management services. Mount Murray specializes in active management through fundamental research, structured macroeconomic analysis, and environmental, social, and governance frameworks. The firm offers three core investment strategies: Emerging Markets Equity Strategy, Alternative Emerging Markets Strategy, and Ethical Equity Strategy. Mount Murray meets with clients at the start of the relationship to develop a personalized Investment Policy Statement and then manages the portfolio without prior consultation for each trade. Mount Murray serves individuals, high-net-worth individuals, corporations, and institutional clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Rates shown are for non-institutional clients under the Subsequent fee schedule. Founders Class rates for non-institutional clients are 1.00% up to $5M and 0.90% above $5M. Institutional clients have separate fee schedules starting at 0.75%. Alternative Emerging Markets Strategy charges an additional performance-based fee.