OT Advisors offers investment management services to exchange traded funds and separately managed accounts. They also provide investment consulting and research services to institutional investors. OT's services are tailored to the client's investment objectives and risk tolerance. The firm's CEO/CIO also owns other businesses, which presents a conflict of interest.
Assets Under Management$15M
Clients1
Advisors2
Avg. per Client$15M
Avg. per Advisor$7.6M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
OT Advisors manages investments for exchange traded funds (ETFs) and separately managed accounts (SMAs). The fees for managing ETFs are described in the ETF's prospectus. For SMAs, the fee is typically 1.5% of the assets managed, calculated based on the average daily assets and billed quarterly in advance. Performance-based fees may also apply to SMA accounts.
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