The IMA product features investment minimums of $15,000 and all-in fees to advisers of 0.55% annually (inclusive of all costs including trading, custody, performance reporting, and transaction costs).
“We believe this product defines an entirely new product category for advisers and their clients,’ said Howard Present, President and CEO of F-Squared Investments. “It not only delivers on the original promise of SMAs by reducing minimums from $100,000 to $15,000 and cutting costs an average of 45%, but now positions the IMA as a potential substitute product for mutual funds, significantly reducing costs while adding customization and full tax management capabilities.’
F-Squared Investments’ IMA will be available to registered investment advisers (RIA) via the FOLIOfn trading and custody platform (www.folioadvisor.com). Included in the pricing is fully automated customization and tax management overlay for all client accounts. FOLIOfn also offers the ability to download client account data to many of the accounting platforms in the industry.
F-Squared Investments’ IMAs can be invested in any of five actively managed model portfolios, which are designed to track the performance of specific AlphaCycle Indexes. The five investment options now available include: large cap core, large cap growth, small cap value, small cap growth, and financials.
Advisers who want access to any of F-Squared’s IMA products can access them by contacting F-Squared at www.fsquaredinvestments.com.