Childress & Co manages investment portfolios for individuals, federal retirement plan accounts, foundations, and private funds. Childress & Co focuses on value-oriented investment strategies across large domestic and international companies, balanced portfolios, and alternative investments. Childress & Co uses a top-down macroeconomic research process to select investments and may recommend third-party investment managers. Accounts are managed with the authority to make trades without asking first, though clients can place specific restrictions on their accounts. Childress & Co also manages private funds where key personnel serve as managers and have ownership interests.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are normally calculated at the end of each calendar quarter at 0.25% and billed in advance. Fees and account minimums may be negotiable. Certain family trust accounts pay a flat annual fee of $100.