Marketocracy Capital Management’s Separately Managed Accounts
Separately managed accounts (SMAs) enable our clients to select a team of analysts whose investment styles are tailored to their investment objectives.
Each of the MCM Analysts achieves his results with a distinctive investment style. You can select among the individual analysts’ model portfolios and manage your own team, or you can choose a team of analysts that we manage.
SWAN and ART Strategy Teams
The Analysts on our Sleep Well At Night (SWAN) team are selected and managed with the objective of reducing the team’s maximum drawdown while also producing returns that can make a difference. Cautious investors who do not want to be 100% invested through a market crash need a team with a track record that exhibits the ability to take defensive action when needed.
The Analysts on our Absolute Return Team (ART) are selected and managed with the objective of maximizing absolute returns over a longer time horizon. Investors who are comfortable staying fully invested through a market crash need a team with a track record of selecting stocks with such strong prospects that their returns do not depend entirely on the market.
Customized Strategy Team
Enjoy a customized SMA strategy by employing various team members from the selected, premier model portfolios of the Warren Buffetts Next Door and our other talented Marketocracy Masters, all of whom have shown excellent judgment in all kinds of market conditions—all sectors and styles—with five-to-ten year track records. Investors can select each team member themselves or work with MCM portfolio managers to identify the best team members for their unique goals and objectives. MCM holds the Marketocracy Masters in absolute dedication to accountability so that investors can utilize their guidance and distinct styles in a customized investment approach for portfolio management.
How It Works
Our managed accounts are held in custody at FOLIOfn Investments LLC.
Our managed accounts are available with a minimum initial investment of $100,000. We will be launching additional mutual fund products in the first quarter of 2011 which will have a lower minimum investment.
Our managed accounts are held in custody at FOLIOfn Investments LLC. Each client has direct online access to view their individual holdings and transactions through FOLIOfn’s website.
Each of the MCM Analysts achieves his results with a distinctive investment style.
Once your account is setup and funded, we will execute the trades necessary to match the current holdings of the MCM Analysts’ model portfolio you have selected. Thereafter, as the model portfolios change, we will execute appropriate trades in your account, generally the next day, to minimize drift between your account and the model. SMA Program Fees
|Account Value||MCM Advisor Fees||Brokerage Fees|
|$100k – $250k||1.50%||0.40% w/$200 min|
|$250k – $500k||1.40%||0.30%|
|$500k – $1M||1.30%||0.25%|
|$1M – $2.5M||1.10%||0.20%|
Fees are annualized and charged monthly.
FOLIOfn also charges separately for special services. Click here to see a list.
IRA, Regular Accounts, Trusts, and Corporate Accounts
For additional account type details, click here.
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