Index Technologies Group (ITG) offers discretionary portfolio management services, focusing on enhancing existing indices or creating custom ones. ITG's strategies are designed for investors with varying risk tolerances and are implemented through separately managed accounts holding publicly traded companies. ITG uses algorithms to screen and rank stocks, rebalancing quarterly. ITG also offers sub-advisory services to other investment advisors and manages a wrap fee program.
Assets Under Management$180M
Clients43
Advisors7
Avg. per Client$4.3M
Avg. per Advisor$26M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $100.0M | 0.45% |
| $100M+ | 0.25% |
Management fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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