Private Client Advisory

Private Client Advisory

Private Client Advisory

For accredited individuals and families building generational wealth.

Minimum Mandate: $50,000 USD
Structure: Non-Discretionary Advisory or Discretionary SMA.

  • The Offering: Access to the "Basquiat High-Conviction" portfolio.
  • Execution: You receive our "Buy/Sell" alerts instantly, or authorize us to trade on your behalf.
  • Reporting: Quarterly "Investor Letter" and macro-economic outlook.
  • Fee Structure: 5% Management Fee / 25% Performance Fee.
  • Best For: Individuals seeking US market exposure with professional oversight.