Small Issuer Management
When a portfolio is under $15 million and the
client desires professional management, we offer a combination flat annual
fee in concert with a management fee on each purchase. The client receives
the same services as a Total
Funds Management client, from policy
and strategy review to assistance in security selection and reporting.
This prudent option can offer a high degree of financial assurance to
clients, and is most appropriate for conservative entities with limited
investment expertise.