Caird Investments offers investment management services to accredited investors and qualified purchasers through Separately Managed Accounts. Caird tailors its services to each client's individual needs based on their Investment Management Agreement. Caird may invest in broadly syndicated loans and other financial instruments. Caird will act in the best interests of its clients, disclosing any potential conflicts of interest.
Fee Structure
Caird Investments is paid an investment management fee, as detailed in each client's Investment Management Agreement. This fee can be a fixed annual dollar amount or a percentage of assets, ranging from 0.25% to 1.50% annually, plus investment expenses. Caird may waive or modify the management fee at its discretion. The firm may also charge consulting fees for ancillary services outside the scope of the Investment Management Agreement.