Significance Capital Management provides investment management services tailored to each client's investment objectives, risk tolerance, and financial circumstances. The firm analyzes clients' current investments and implements a portfolio consistent with their goals. Significance Capital uses its Enhanced Alpha Strategy, tactically investing in large capitalization companies with defensive or growth characteristics. Clients can provide reasonable investment restrictions in writing.
Assets Under Management$3.8M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$3.8M
www.linkedin.com/in/ryan-isherwood-cfa-cmt-413a26 ·www.linkedin.com/in/michael-klenn-cfa-cmt-6b06a714 ·www.significancecapital.com
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...