Mount Murray Investment provides discretionary investment management services. They work with individuals, high-net worth individuals, and institutions. Mount Murray develops an Investment Policy Statement for each client and manages the client's investment portfolio on a discretionary basis. Clients can impose certain written restrictions on Mount Murray in the management of their investment portfolios.
Fee Structure
Mount Murray's fees for managing your investments are based on a percentage of the value of your portfolio. The percentage varies depending on the type of client (institutional or non-institutional), the size of the account, and the investment strategy used. There are different fee schedules for the first $100 million of total firm assets under management (Founders Class) and subsequent assets. The Alternative Emerging Markets Strategy charges an additional performance-based fee.