Base Management Co

BASE Management Company is an independent fiduciary investment management firm established in 1986, specializing in actively managed equity portfolios. The firm provides discretionary investment supervisory services for US entities, including individuals, trusts, charitable organizations, and corporations. President and CEO, Francis M. Hogle, leads the firm, which does not have a minimum account size requirement but negotiates client restrictions on a best efforts basis. BASE does not participate in wrap fee programs and manages approximately $50.3 million on a discretionary basis and $26.7 million on a non-discretionary basis. The firm's investment philosophy involves exploiting price trends by purchasing securities at low prices and selling when sentiment swings positively. BASE's accounts are diversified and focus on growth, value, turnaround, cyclical, and workout securities. The firm charges negotiable asset-based fees ranging from 0.4% to 0.8% annually, with fees paid quarterly based on asset values. BASE does not charge performance-based fees and provides investment supervisory services on a discretionary basis. Clients have the option to choose custodians and brokers, with BASE recommending competitive options for 'net' executions. The firm does not have custody of client assets and maintains a code of ethics prioritizing customer interests and compliance with laws and regulations.