Blue River Capital Management (BRCM) offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. BRCM creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. BRCM primarily recommends equities, but may also use mutual funds, fixed income securities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities to diversify portfolios. BRCM may request authority to make trades without asking first, but can also provide services without this authority if the client prefers.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.85% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.35% |
Fees are negotiable.