Great Hill Capital (GHC) offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. GHC creates an Investment Policy Statement for each client. GHC generally limits its investment advice to equities, ETFs, fixed income securities, non-U.S. securities, margin transactions, derivatives, and leveraged exchange traded funds. GHC requires discretionary authority to select securities and execute transactions.
Fee Structure
Great Hill Capital manages investment portfolios for qualified clients and charges a performance-based fee. There is no annual fee based on the value of your portfolio. Instead, if your portfolio rises in value, you will pay 15% to 25% of that increase, depending on the size of your initial investment. If the portfolio drops in value, you won't pay a new performance fee until it reaches the previous high value. Fees are calculated and charged quarterly by Interactive Brokers LLC.