Quad Investment Management CORP.

Fee-Only (% of Portfolio)

Quad Investment Management, founded in 2009, provides investment advice on South Korean publicly listed stocks. For clients in South Korea, Quad manages investments in separately managed accounts and private funds. Investment strategies are tailored to each client's objectives. Quad focuses on long-term capital appreciation through fundamental research of companies with growth potential.

Assets Under Management$2.3B
Clients50
AdvisorsN/A
Avg. per Client$46M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Quad Investment Management's fees include a management fee based on the value of your portfolio and a performance fee based on the gains on your investments. The fees for separately managed accounts are negotiated with each client. Fees for private funds are not negotiable and are stated in the fund documents.

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