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Is this your firm? Verify your profile. Last updated: December 21st, Data source: SEC filings. This firm does not have a disciplinary history. Firm uses a transparent fee-only model.
Alternative Investing Since 1971
Is this your firm? Verify your profile. Customised fund investment group updated: December 21st, Data source: SEC filings. This firm does not have a disciplinary history. Firm uses a transparent fee-only model. The firm’s website is secure. Firm does not have any misdemeanor convictions. Firm does not have a 12b-1 conflict. Firm does not receive soft dollar benefits.
Firm provides mobile-friendly experience for their clients. The firm, or a related person, trade securities for themselves that they also recommend to their clients.
Firm may recommend proprietary investments and products that could generate larger commissions than other similar non-proprietary products. Firm offers products that have performance-based fees whose managers may be incentivized to take inappropriate risks to beat their performance benchmark. Firm performs side-by-side management with accounts that have differing fee structures.
Investment Advisors may be incentivized to favor clients that pay higher fees over. Download PDF. Similar Trusted Firms View Directory. Minimum Investment. Average Client Balance. Total AUM.
GCC-Swiss Forum 2013 — Roger Ammoun, Customized Fund Investment Group, Credit Suisse
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