Agilis Partners LLC

Agilis Partners LLC, also known as Public Equity Partners, is an investment advisory firm based in Framingham, Massachusetts, established in 2000. The firm specializes in providing investment advisory services to institutional investors, such as pension plans and insurance companies, offering both discretionary and non-discretionary management services. Agilis employs a variety of investment strategies, utilizing quantitative and qualitative analysis methods, including economic fundamental and technical analysis. The firm's investment philosophy focuses on constructing portfolios tailored to meet client objectives, with assets allocated actively across diversified asset classes and managers. Agilis charges negotiable fees based on a percentage of assets under management, typically ranging from 0.10% to 0.5% per annum. The firm does not participate in wrap fee programs and does not deduct fees directly from client accounts. Clients are responsible for additional fees such as brokerage commissions and mutual fund loads. Agilis does not charge performance-based fees but reserves the right to negotiate such fees with qualified clients. The firm primarily advises institutional clients with at least $5 million in investable assets and maintains discretionary authority over client accounts, subject to specified investment objectives and guidelines. Agilis Partners LLC upholds a Code of Ethics to ensure the highest standards of conduct, including restrictions on personal trading activities and reporting requirements for employees. The firm does not have custody of client assets, except for certain derivative transactions, and engages in periodic reviews of client accounts to monitor performance and adherence to investment objectives. Agilis also provides proxy voting services in the best interest of clients and has established a Business Continuity Plan to ensure the resumption of operations in case of a major disruption.