FEE ONLY FINANICAL ADVISER

PORTFOLIO MANAGMENT

Olde World Investments does not require a minimum account size to open or maintain an investment account, nor are there account opening and/or administration fees to initiate our portfolio management services. The portfolio management fee is assessed per the following fee schedules based on the selected investment strategy:

PASSIVE PORTFOLIO MANAGEMENT:

In the passive management portfolio we use only broad based low cost exchange traded funds (ETFs) to structure a client specific portfolio.  This option is good for clients that want optimal returns without paying high fees.

ACTIVE PORTFOLIO MANAGEMENT:

In the active management portfolio we will look at valuations and prospects of different asset classes, industry sectors, and individual securities before structuring a client-specific portfolio.  We invest in individual common stocks that satisfy the following criteria in this portfolio:

  • we understand the economics of the underlying business and the competitive landscape

  • durable competitive advantage

  • honest and capable management

  • an attractive valuation

  • consistent high returns on total assets or return on equity over a long period

  • end markets with positive long-term economic fundamentals

  • low leverage (borrowing)

  • innovative

  • focus on operational excellence

  • delight their customers

  • human resources focused, and

  • opportunities to reinvest retained earnings at high rates of return.

This portfolio is good for clients that already have a large diversified index or mutual fund portfolio but wants exposure to individual stocks or alternative asset classes.

CORE + SATELLITE PORTFOLIO MANAGEMENT:

The Core + Satellite strategy utilizes both passive and active portfolio strategies to tailor a portfolio to the client's needs. This options is good for individuals that still need to build a broad based diversified portfolio but also wants exposure to individual stocks and alternative asset classes.

Please visit the Contact tab above to book a free introductory meeting.