Alvarium Investment Managers (us), LLC

Alvarium Investment Managers (US) LLC, part of the global Private Wealth Partnership Alvarium, offers comprehensive investment advisory services, including direct investments, asset allocation, and investment manager selection on both discretionary and non-discretionary bases. They also provide a cash management service for lower volatility assets. The firm operates a wrap fee program with fees based on total assets under management, ranging from 1.25% for up to $10 million to 0.75% for assets above $25 million. Clients in the wrap fee program do not pay transaction fees but are responsible for other account fees. AIMUS primarily serves high net worth individuals, trusts, and corporations with an average net worth of $20 million and $10 million in investable assets. The firm may recommend allocating portions of client portfolios to hedge funds, private equity, and other managed funds. AIMUS uses various analysis methods to select investments and offers a range of investment options, including equity securities, ETFs, options contracts, and private equity funds. The firm encourages ongoing communication with clients and provides quarterly performance reports. AIMUS does not participate in soft dollars or directed brokerage transactions and has a fiduciary duty to seek best execution for client transactions. The firm does not have custody of client funds or securities and may receive referrals from solicitors, paying referral fees as per regulations. AIMUS does not vote proxies for client securities and has no financial commitments impairing its ability to meet client obligations.