-Primogeniture Capital
offers a
Portfolio Management style service,
whereby clients can deposit funds/assets, etc.,
with a third-party custodian to be
overseen by the firm.
Key elements;
- Potentially of benefit to both business-individual and human-individual etc., clients
- For a business;
Can work in tandem with other business cash-account management practices
to "boost" "yield" of business cash/savings/checking accounts.
- Temporary offer of .95% fee, e.g., less than 1%.
- No "profit sharing" e.g., clients get to keep ~100% of profits associated with
the investments in their accounts relatively speaking.
- Assets in program directly overseen by firm
- Access to ongoing markets updates and insights from firm.
- Potential access to relatively-sophisticated Asset Allocation and Hedging Strategies
(Strategic and Tactical)
- Charged Monthly, and in Arrears, can change your mind about service anytime,
no worries
- Clients hypothetically have own associated account at third party custodian
- Not-fully custodial type of arrangement;
E.G. firm does not;
accept payments on behalf of clients, or make payments on
behalf of clients to third party vendors/service providers etc.
- If proper paperwork is filled out
(relatively simple paperwork)
can opt to pay the aforementioned fees,
via cash in investment account, automatically, etc.,
or via some other means,
like direct specifically priced payments to firm,
via a sort of specific "invoice"/"charge" for ex.
offers a
Portfolio Management style service,
whereby clients can deposit funds/assets, etc.,
with a third-party custodian to be
overseen by the firm.
Key elements;
- Potentially of benefit to both business-individual and human-individual etc., clients
- For a business;
Can work in tandem with other business cash-account management practices
to "boost" "yield" of business cash/savings/checking accounts.
- Temporary offer of .95% fee, e.g., less than 1%.
- No "profit sharing" e.g., clients get to keep ~100% of profits associated with
the investments in their accounts relatively speaking.
- Assets in program directly overseen by firm
- Access to ongoing markets updates and insights from firm.
- Potential access to relatively-sophisticated Asset Allocation and Hedging Strategies
(Strategic and Tactical)
- Charged Monthly, and in Arrears, can change your mind about service anytime,
no worries
- Clients hypothetically have own associated account at third party custodian
- Not-fully custodial type of arrangement;
E.G. firm does not;
accept payments on behalf of clients, or make payments on
behalf of clients to third party vendors/service providers etc.
- If proper paperwork is filled out
(relatively simple paperwork)
can opt to pay the aforementioned fees,
via cash in investment account, automatically, etc.,
or via some other means,
like direct specifically priced payments to firm,
via a sort of specific "invoice"/"charge" for ex.
