Laguna Private Capital manages investment portfolios for high-net-worth individuals, trusts, estates, small businesses, and a private hedge fund. Laguna Private Capital offers two primary investment strategies: an option spread strategy that uses short-term S&P 500 options to generate returns regardless of market direction, and a value stock strategy focused on identifying undervalued companies for long-term growth. The firm operates on a fee structure based on a percentage of assets managed and does not sell commission-based financial products. Additionally, Laguna Private Capital manages a private hedge fund called the Optimum Income Fund, which applies the option spread strategy and charges both a management fee and a performance-based fee.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Rates vary by strategy: 1.00% per year for the value stock strategy and 2.00% per year for the option spread strategy. Hedge fund accounts are charged 2.00% plus a 20% performance fee.