AlphaCycle Individually Managed Account

Through a strategic partnership with Smartleaf, Inc. and FOLIOfn, F-Squared Investments is able to offer Individually Managed Accounts which provide:
  • Access to AlphaCycle investment models in the form of a separate account portfolio
  • Unprecedented low cost–
    • 85 basis points all-in (including tax management, customization and trading costs) for retail investors
    • 55 basis points for institutional clients (RIAs, broker/dealers, institutions)
  • Account minimums at $15,000 per strategy
  • Fully automated overlay capabilities
    • Constraint management
    • Tax management

How to Invest in an AlphaCycle IMA

AlphaCycle IMA FAQs