Leyland Cypress provides tailored investment monitoring and recommendation services, encompassing traditional and alternative asset classes. They make buy, sell, and hold recommendations based on their valuation methodology and a personalized understanding of each client's investment objectives. The firm gathers client information through an onboarding questionnaire to determine the appropriate asset allocation and investment strategy.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Flat 2% for retail clients, 1% for institutional clients. $150,000 minimum investment.