PSP Research LLC is a registered investment advisor founded in August 2024 and managed by Dr. Santhosh Palani. The firm provides customized investment advisory solutions and portfolio management primarily for corporations and businesses. PSP Research builds portfolios focusing heavily on the biotechnology and pharmaceutical sectors, utilizing exchange-traded funds, individual stocks, bonds, and options contracts. Investment strategies are generally long-term, incorporating fundamental and technical analysis, including evaluating clinical trial success and regulatory approval likelihood for pipeline drugs. The firm acts as a legally required fiduciary, upholding a duty of loyalty and fairness to clients. PSP Research manages accounts on a discretionary basis, meaning the firm has the authority to make trades without asking first, and utilizes CF Secured as its qualified custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range up to 2.00% based on asset levels, complexity, and specific relationship factors. Performance-based fees up to 20% of gains may apply to qualified clients.