Manitou Capital Management has been in business since 1995 and is located in Frankfort, Michigan. The registered investment advisor primarily buys and sells stocks and bonds for individual and institutional clients on a continuous basis. Manitou Capital Management does not hold customer funds, instead managing client portfolios through outside clearing firms such as Charles Schwab. The firm uses fundamental analysis as its primary tool to evaluate companies, combined with technical analysis to help determine entry and exit points in the market. Manitou Capital Management tailors investments to client preferences, such as restricting certain types of investments, and manages accounts on a non-discretionary basis by default, though clients may request discretionary trading. The firm does not offer financial planning services.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.50% |
| $300K+ | 1.00% |
Qualified investors may request a performance-based fee of 10% of quarterly portfolio appreciation instead of the standard asset-based fee.