frequently asked questions
What role can alternative assets play in your portfolio?
Both institutional and individual investors have increasingly looked to alternative assets as a method of increasing returns and diversifying risk. This is partially a result of increased stock market volatility in recent years but is also a result of the improved availability and liquidity of alternative asset investments. Investors are attracted to the asset class because returns are often more closely associated with the skills of the individual managers rather than general market movements. For these reasons, alternative investments form an important part of any investment strategy.What is a managed portfolio?
Similar to a mutual fund, managed accounts allow a professional portfolio manager to buy and sell securities on the investor’s behalf. However, unlike a mutual fund, the individual securities are owned directly by the investor and not by the fund. This difference allows for more personalized service based on investor’s unique circumstances.Does BerylStone have a minimum initial investment?
Yes. The minimum initial investment for managed portfolios is $100,000.How management fees assessed?
We charge an asset-based fee that is among the most competitive in the industry. Our fee starts at 1.25% per annum and adjusts downward for higher asset levels. We do not charge account fees, maintenance fees, commissions, or sales loads.Can I access my account at anytime?
Yes. We have master account agreements in place with unaffiliated brokerage firms that provide securities clearing and accounting services on a separate account basis. You can login to your account anytime to review your holdings or transfer funds. The are no lock-up periods or restrictions on your account.How is investment performance measured and reported?
We provide performance reports to all of our clients on a monthly basis. Our reports include detailed information on internal rates of return, cash flow, and benchmark comparisons.The berylstone Difference
Proprietary Research Commitment
We leverage a proprietary analytical framework that helps us to construct investment strategies with the potential to outperform. We draw from a range of public and private resources that allow us to determine attractive investment values relative to risk.
risk management framework
We understand market and credit risks – and how to mitigate them. We developed our core portfolio management approach around risk management practices that have been proven in both stable and volatile markets.
Singular focus
We focus solely on portfolio management and equity research. We do not have have conflicts of interest from third-party relationships or complex fee structures.
high Service Standards
Our limited number of clients allows us to provide an uncommon level of personalized service. This is a strong advantage over other firms that focus on large client numbers and standard service offerings.