FEG Curio Investment Partners provides investment management services to Curio Select L.P., a private fund, and offers model portfolios to financial intermediaries who serve individual clients. For Curio Select L.P., FEG Curio selects and oversees third-party investment managers. The model portfolios are geared towards individual investors and seek to add value through dynamic asset allocation and manager selection.
Fee Structure
FEG Curio Investment Partners manages investments for Curio Select L.P. and offers model portfolios to financial intermediaries.
For the model portfolio services, the management fee is 0.30% (30 basis points) per year, not including any platform fees. This is for investors who work with an independent financial intermediary. The actual investment fees may vary based on the agreement and fees charged by the financial intermediary.