| |
General
What is a Registered Investment Adviser?
- A regulated source of investment advice separate from any brokerage firm.
- Details
What's the difference between Financial Planners, Investment Advisors and Asset Managers?
- "Planners" and "Advisors" provide clients with holistic asset allocation advice -- then outsource the actual investment decision making to external professionals like mutual funds.
- Asset Managers like Teewinot are more market-focused, usually managing just a portion of an any individual client's total portfolio. They can also manage mutual funds and private hedge funds.
How do I open an account with Teewinot?
- Client and Teewinot sign an Investment Advisory Agreement, which assigns us the discretion to manage their account.
- Client opens a custodial account -- in their own name -- at our preferred firm, Interactive Brokers, LLC.
- Clients may fund their account by transferring assets from an existing investment account, a bank, or any other source.
- Once funded, Client's new account begins to participate in new trades & investments that we make for all Clients.
|
|
Absolute Return Strategy
How is an Absolute Return Account like a Hedge Fund?
- We use strategies intended not to be highly correlated with traditional stock and bond market investments.
- Our fees are performance-based, incenting us to produce solid returns for our clients.
How is the Absolute Return Account
different than a Hedge Fund?
- Structure: Your assets are held in an individual custodial account, titled in your name -- not shares of a fund with a Net Asset Value.
- Transparency: You can see all account activity.
- Liquidity: There is no lock-up period. You can withdraw or deposit funds at any time.
Are there any restrictions on investing in a hedge fund or in an Absolute Return account with Teewinot ?
- Because we are compensated by performance fees (a percentage of profits), our clients are legally required to meet Accredited Investor qualifications.
What is an Accredited Investor?
|
|
Legal Disclaimer:
This site is for general information about our services. It constitutes neither a solicitation or offer to sell securities, nor specific investment advice. Teewinot's Form ADV Part II - which details our business practices - is available upon request, or at the "Download Documents" link above.. |
|