Matthew Thomas Roby

Hi-Line Capital Management, LLC

2 Years of Experience

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Firm Information

Hi-Line Capital Management, LLC

Compensation

Fee-Only (AUM)

Number of Advisors

2 advisors

Number of Clients

152 clients

Average Client Portfolio

$4.3M average

Assets Under Management

$657.8M

Fee Structure

Fees for Outsourced Chief Investment Officer (OCIO) services and Investment Advisory Services range from 0.25% to 0.75% annually, based on the size and complexity of the client and the scope of services provided. Fees are negotiable. These fees are exclusive of custody fees and other expenses.

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Areas of Practice

Investment Management

Advisor Information

Office location

25 1st Ave. Nw, Watertown, SD, 57201

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Matthew owns and works as an attorney at Roby Law Office since 2015. He dedicates minimal time to this non-investment related legal work.