Institutional SMA

For Corporate Treasuries, Family Offices, and Investment Funds.

Minimum Mandate: $1,000,000 USD
Structure: Discretionary Separately Managed Account (SMA).

• The Offering: A bespoke US Equity strategy tailored to your Investment Policy Statement (IPS).
• Execution: Full discretionary authority via Institutional Broker platform.
• Risk Management: Custom drawdown limits and sector exposure caps tailored to risk tolerance.
• Direct Access: Monthly strategy calls with the Chief Investment Officer (CIO).
• Fee Structure: 5% Management Fee / 20% Performance Fee (High Water Mark).