Become a Client

Our Managed Opportunities program is offered to individuals, families, and institutions through a separately managed account at Fidelity.

Key Terms:

• Minimum Investment: $500,000

• Management Fee: 1.5% of Assets Under Management

• Performance Fee Option: Available to Accredited Investors Only

• Average Number of Securities: 20 to 30 securities

• Benchmark: S&P 500 Composite

• Custodian: Fidelity Investments

• Liquidity: Daily at client instruction

What happens next:

If you'd like to learn more, the simplest first step is a conversation. Email or call us, and Michael Gagne will follow up to schedule an introductory call — typically 15 to 20 minutes.