F-Squared Investments LLC today launched a new separately managed account, the Individually Managed Account, with an investment minimum of $15,000 and all-in fees to advisers of 0.55% a year.
The fee includes trading, custody, performance, reporting and transaction costs, according to the Wellesley, Mass.-based investment adviser firm.
The F-Squared account is being made available to registered investment advisors via the Foliofn trading and custody platform.
The price also includes automated customization and tax management overlay.
F-Squared is working with Smartleaf Inc., a Cambridge, Mass.-based technology provider, to provide the overlay management.
The accounts can be invested in any of five actively managed model portfolios, which are designed to track the performance of AlphaCycle Indexes, created by F-Squared.
The five investment options now available include financials, large-cap core, large-cap growth, small-cap growth and small-cap value.
“By bringing together our low-cost investment models and leveraging the technological capabilities of our partners at Foliofn and Smartleaf, we have been able to bring down both costs and minimums while also providing valuable solutions for tax management and customization,” John Nelson, senior vice president and director of sales and marketing at F-Squared, said in a statement.
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