Demeter Tactical Investments Corp. (DTIC) manages assets on a discretionary basis for clients of independent registered investment advisors (RIAs). DTIC also manages private funds. DTIC uses tactical asset allocation, shifting assets to take advantage of market pricing. DTIC generally invests in mutual funds, equities, and exchange-traded funds (ETFs).
Assets Under Management$190M
Clients404
Advisors2
Avg. per Client$460K
Avg. per Advisor$93M
Fee Structure
Investment management only (planning not offered)
DTIC provides asset management services to clients of independent RIAs. DTIC charges a fee based on the assets managed, which is determined by the agreement between DTIC and the independent RIA. The custodian will deduct the combined fees and disburse them to each party. DTIC's maximum advisory fee is 1%, and fees are negotiable.
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