Amplius Asset Management provides investment management services to registered investment companies, specifically exchange-traded funds (ETFs). As a sub-advisor, Amplius manages the ETF, determining which securities to buy, sell, or hold. The firm uses both quantitative and qualitative methods to construct portfolios, focusing on long-term capital appreciation. The firm does not tailor strategies to specific individual client needs, but manages the ETF according to its prospectus.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Management fee ranging from 0.30% - 0.50% annually.