Fees and Costs

Fees and Costs

Fees

Like everything else in our process, our fees and costs are based on analysis. We have set our fees to strike a balance between, on the one hand, providing a high quality of investment management and client service and, on the other hand, having a stable business. Our fees are a little below the average for full-service investment managers. Please contact us for more information.

Fee Balance

Total Costs

The underlying costs of the funds in which one invests can be very significant, depending on the funds chosen. By making extensive use of relatively low-cost passive and systematic funds, we are able to reduce the total costs of investment. We consider the control of total costs to be one of the important ways in which an investment manager can improve investment performance, and we believe that the low overall costs of our service make it highly competitive for a ‘bespoke’ level of client service.