Humilis Investment Strategies, LLC (HIS) offers sub-advisory services to other registered investment advisors and provides research and consulting services. HIS manages client investment portfolios on a discretionary basis, primarily allocating assets among individual equity securities. HIS does not work directly with the underlying investors but instead is engaged by and primarily communicates with the underlying investor’s primary investment advisor.
Fee Structure
Humilis Investment Strategies (HIS) offers investment management services for an annual fee based on the amount of assets managed. This fee ranges from 0.08% to 0.30%, depending on the size and composition of the sub-advisory relationship and the characteristics of the model portfolio. The fee terms and timing depend on the underlying advisor, or quarterly in arrears if the underlying advisor has no preference.