Rushmore Edge
Actively managed discretionary portfolios with tactical allocation, direct equity & bond selection, and disciplined risk hedging.
Discuss AllocationMandate
Active discretionary management under your IPS. Stock & corporate bond selection with ETF overlays.
Pricing
$365/month retainer (≈0.9% annualized) or tiered AUM: 0.80% → 0.65% → 0.50%.
Reporting
Quarterly performance reports + research brief; ongoing IPS review and monitoring.
Strategy Components
Tactical Allocation
- Top-down risk view blended with bottom-up fundamentals
- Dynamic tilts across equity, duration, credit, and style
- ETF overlays to express or neutralize factors
Security Selection
- Direct equities & corporate bonds within mandate
- Disciplined entry/exit rules; risk budget by sleeve
- Tax- and fee-aware portfolio construction
Risk Hedging
- CME-listed derivatives to hedge FX, rates, inflation, or equity beta
- Defined hedge objectives; position sizing by VaR & drawdown limits
- Hedge review cadence aligned to market regime shifts
Process & Oversight
Define objectives, constraints, benchmarks, and risk budget; map accounts.
Construct sleeves (equity, fixed income, diversifiers) and hedges per mandate.
Ongoing risk checks; rebalance/hedge updates with documented trade logs.
Quarterly reports & research brief; formal IPS review at least annually.
Pricing
Retainer
$365/month — includes monitoring, quarterly reporting, and reviews.
Tiered AUM
0.80% first $1M • 0.65% next $2M • 0.50% above $3M.
Next Step
Tell us your constraints and timeline; we’ll map an IPS and proposed sleeve weights.
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