Gray Lion Capital offers investment advisory and portfolio management services, customizing its approach to each client's objectives. Gray Lion uses a tactical allocation strategy to manage risk and improve performance, primarily using exchange-listed securities, U.S. government securities, and options. Gray Lion may adjust investment allocations to diversify portfolios, recommend specific stocks, or employ cash positions as a hedge against market movements. Gray Lion tailors its services to individual client needs based on meetings and conversations.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The maximum management fee is 1.00% and may be lower depending on the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. Management fees may be reduced or waived for directors, officers, and employees of Gray Lion at the discretion of management. These fees may be negotiated by Gray Lion at its sole discretion.