Zoop Alpha is a registered investment advisor that provides discretionary portfolio management services directly to individual retail clients as well as institutional clients through subadvisory arrangements. Zoop Alpha uses a top-down macroeconomic analysis approach, focusing on indicators like output and employment to build macroeconomic models for its investment strategies. The firm's strategies frequently emphasize structured notes while also utilizing equities, fixed-income securities, options, mutual funds, exchange-traded funds, and cash equivalents. Zoop Alpha considers reasonable written restrictions requested by clients regarding their portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are up to 2.00% annually and may be negotiable based on the investment strategy, account size, services provided, and overall relationship.