SIM provides subadvisory services for a wrap fee program, allowing them to manage client accounts for a single fee that includes portfolio management and transaction costs. Accounts may also be managed using Sleeves, which will allow a client to invest in multiple strategies in one account by using sub-accounts. The fees vary depending on the model used. There is generally an account minimum of $10,000 for the Strategic and certain Enhanced Focus Index Models, an account minimum of $100,000 for the Tactical Models and certain Enhanced Index Models. There is an account minimum of $250,000 for the Multi Asset Strategies. Fees for all Custom Strategies will be negotiated and may vary based on strategy, complexity and asset size of the account.
200 W. Madison St., Suite 2500, Chicago, IL, 60606
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