Altium Investment Strategies provides investment management services exclusively to institutional clients like registered investment advisors, family offices, and retirement plans. Altium does not offer financial planning or direct advice to individual investors. Altium's services include strategy development, model portfolio delivery, and ongoing monitoring of investment mandates. They may also conduct due diligence on third-party managers.
Fee Structure
Altium Investment Strategies provides investment management services to institutional clients. Fees are negotiable and depend on the account size, mandate, and client relationship. The highest fee Altium will charge is 1.60% per year on the value of the investments. Fees are paid monthly or quarterly. Clients are also responsible for fund-level fees and trading costs.