The Hurley Capital investment process focuses first on assessing
risk, followed by measurement of upside opportunity. Our value-oriented
approach targets capital preservation while maintaining growth potential.
Client portfolios will be customized to meet financial objectives
and invested in a mix of domestic and international stocks, bonds
and cash-equivalent assets.
Account Size
Minimum account size is $250,000. Prospective clients with lower investment
base may receive asset management consultation subject to an hourly
fee.
Expenses
Hurley Capital charges accounts a fee based on percentage of assets
on a quarterly basis. Fees are 1.5% on an annualized basis. Accredited
investors (clients with net worth above $1,500,000) may choose an alternative
fee structure where fees start at 1% on an annualized basis plus a
10% performance fee on capital appreciation during the year.
