Ailares provides discretionary investment portfolio management services for separately managed accounts. Ailares tailors its investment strategies to each client's specific financial situation, objectives, and risk tolerance. The investment process incorporates fundamental analysis, technical analysis, macroeconomic analysis, quantitative analysis, sentiment analysis, and proprietary machine-learning or artificial-intelligence tools to make trading decisions. Ailares generally advises on publicly traded equities, exchange-traded funds, fixed income securities, options, short positions, margin transactions, non-U.S. securities, derivatives, and digital assets. Clients must qualify as qualified clients to pay performance-based fees. Ailares requires a standard minimum account size of $250,000, though smaller accounts may be accepted at the firm's discretion.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.00% |
Ailares charges 0% on assets under management and instead charges a 16% performance fee on net profits for qualified clients, subject to a high-water mark.