Modified Investments offers ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. Modified Investments also offers separately managed accounts with long/short and long-only global equity strategies. Modified Investments generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, treasury inflation protected/inflation-linked bonds, commodities, non-U.S. securities, venture capital funds, and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Qualified clients in separately managed accounts pay 0.75% plus 20% of net capital appreciation above a hurdle rate (6% to 10%). Fees are negotiable.