Fee-Based Managed Portfolios
THE ABSOLUTE RETURN, LLC, employs a tiered fee-based schedule which ranges from 2.5% for assets < $250K down to 1.75% for portion of assets > $2M. Minimum investment is $30,000. Client accounts are setup and maintained with Interactive Brokers (the broker-dealer and custodian of client funds) and are sub-allocated by the client into sub-accounts placed under individual managed portfolios available from THE ABSOLUTE RETURN. Our Portfolio Managers are granted discretionary trading authority for these client accounts by the client, but are not given the authority to transfer or remove funds from/to or between client accounts. The Portfolio Manager manages transactions at the portfolio level, and transactions for each client account (or sub-account) within the portfolio are automatically allocated and executed in lock-step by Interactive Brokers’ platform. Transaction fees from executing portfolio investments, plus the Management Fee, are deducted directly from the client’s brokerage account.
Comprehensive Wealth Management
Comprehensive wealth management services are available through The Absolute Return’s carefully selected referral network of Financial Planning and Tax specialists to deliver an all-inclusive financial and wealth management strategy.
Custom Research
Analyzing macroeconomic and global trends across all asset classes is core to the portfolio management strategy of The Absolute Return. Customized research geared primarily to institutional investors and family offices is available on a one-time and subscription fee basis. Please contact rpalmerton@theabsolutereturn.com for further details.
